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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 | $235,078 | $106,864+120.0% | $147,318+59.6% | $82,637+184.5% |
| Participation rate | 22.5% | 75.5%-53.0pp | 82.1%-59.6pp | 68.1%-45.6pp |
| Annual return | 14.81% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,106 | $3,417-67.6% | $4,593-75.9% | $2,552-56.7% |
| Participant deferral / active EE | $1,291 | $6,496-80.1% | $7,906-83.7% | $4,126-68.7% |
| Admin fee / account holder | $2,983 | $8,415-64.6% | $13,708-78.2% | $7,339-59.4% |