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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 | $156,627 | $93,598+67.3% | $135,974+15.2% | $75,173+108.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 81.9%-51.9pp | 67.2%-37.2pp |
| Annual return | 18.46% | 30.89%-12.4pp | 68.30%-49.8pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,228 | $3,538-65.3% | $4,859-74.7% | $2,671-54.0% |
| Participant deferral / active EE | $2,046 | $6,405-68.1% | $7,760-73.6% | $4,126-50.4% |
| Admin fee / account holder | $1,720 | $6,978-75.4% | $10,767-84.0% | $5,651-69.6% |