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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,818 | $95,404+31.9% | $113,397+11.0% | $82,637+52.3% |
| Participation rate | 24.0% | 72.8%-48.8pp | 76.5%-52.5pp | 68.1%-44.1pp |
| Annual return | 14.72% | 19.08%-4.4pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,175 | $2,307-49.1% | $2,977-60.5% | $2,552-54.0% |
| Participant deferral / active EE | $1,814 | $4,220-57.0% | $5,076-64.3% | $4,126-56.0% |
| Admin fee / account holder | $1,843 | $9,168-79.9% | $11,957-84.6% | $7,339-74.9% |