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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 | $83,178 | $63,861+30.2% | $104,639-20.5% | $79,856+4.2% |
| Participation rate | 22.6% | 64.9%-42.3pp | 74.1%-51.5pp | 69.6%-47.1pp |
| Annual return | 15.40% | 21.30%-5.9pp | 340.67%-325.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $340 | $1,588-78.6% | $2,682-87.3% | $2,471-86.2% |
| Participant deferral / active EE | $816 | $2,693-69.7% | $3,738-78.2% | $3,741-78.2% |
| Admin fee / account holder | $554 | $4,185-86.8% | $6,465-91.4% | $5,306-89.6% |