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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 | $172,424 | $91,086+89.3% | $203,872-15.4% | $86,983+98.2% |
| Participation rate | 36.7% | 65.8%-29.2pp | 77.8%-41.1pp | 69.5%-32.9pp |
| Annual return | 16.37% | 22.30%-5.9pp | 85.11%-68.7pp | 25.83%-9.5pp |
| Employer contribution / active EE | $839 | $2,063-59.3% | $3,757-77.7% | $2,584-67.5% |
| Participant deferral / active EE | $1,008 | $4,019-74.9% | $6,388-84.2% | $4,194-76.0% |
| Admin fee / account holder | $4,621 | $8,987-48.6% | $11,730-60.6% | $7,856-41.2% |