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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 | $141,999 | $52,279+171.6% | $89,400+58.8% | $79,858+77.8% |
| Participation rate | 28.1% | 57.5%-29.4pp | 68.0%-39.9pp | 69.6%-41.5pp |
| Annual return | 13.14% | 22.16%-9.0pp | 245.64%-232.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $348 | $1,572-77.9% | $2,586-86.6% | $2,471-85.9% |
| Participant deferral / active EE | $544 | $2,740-80.1% | $3,890-86.0% | $3,740-85.4% |
| Admin fee / account holder | $1,847 | $3,356-45.0% | $4,882-62.2% | $5,306-65.2% |