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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 | $109,576 | $58,099+88.6% | $76,902+42.5% | $75,177+45.8% |
| Participation rate | 19.6% | 63.9%-44.3pp | 69.6%-50.0pp | 67.2%-47.6pp |
| Annual return | 18.09% | 26.71%-8.6pp | 37.91%-19.8pp | 160.75%-142.7pp |
| Employer contribution / active EE | $548 | $1,996-72.5% | $2,534-78.4% | $2,671-79.5% |
| Participant deferral / active EE | $907 | $2,999-69.8% | $3,833-76.3% | $4,126-78.0% |
| Admin fee / account holder | $9,600 | $4,778+100.9% | $5,479+75.2% | $5,651+69.9% |