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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 | $117,129 | $94,031+24.6% | $115,768+1.2% | $82,448+42.1% |
| Participation rate | 29.7% | 70.4%-40.7pp | 74.4%-44.7pp | 68.1%-38.4pp |
| Annual return | 13.48% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $966 | $2,323-58.4% | $2,940-67.1% | $2,551-62.1% |
| Participant deferral / active EE | $1,427 | $3,972-64.1% | $4,917-71.0% | $4,139-65.5% |
| Admin fee / account holder | $4,423 | $10,249-56.8% | $12,439-64.4% | $7,234-38.9% |