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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 | $130,604 | $94,436+38.3% | $115,599+13.0% | $82,637+58.0% |
| Participation rate | 24.7% | 70.4%-45.7pp | 74.3%-49.5pp | 68.1%-43.3pp |
| Annual return | 14.68% | 18.37%-3.7pp | 111.10%-96.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $750 | $2,324-67.7% | $2,955-74.6% | $2,552-70.6% |
| Participant deferral / active EE | $1,203 | $3,955-69.6% | $4,889-75.4% | $4,126-70.8% |
| Admin fee / account holder | $12,066 | $10,328+16.8% | $12,841-6.0% | $7,339+64.4% |