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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 | $170,515 | $110,307+54.6% | $96,576+76.6% | $139,456+22.3% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 19.56% | 26.40%-6.8pp | 25.87%-6.3pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,271 | $3,619-64.9% | $2,965-57.1% | $4,753-73.3% |
| Participant deferral / active EE | $1,505 | $5,547-72.9% | $4,851-69.0% | $6,711-77.6% |
| Admin fee / account holder | $23,271 | $11,597+100.7% | $8,253+182.0% | $11,407+104.0% |