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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 | $94,436+24.0% | $115,599+1.3% | $82,637+41.7% |
| Participation rate | 29.7% | 70.4%-40.7pp | 74.3%-44.6pp | 68.1%-38.4pp |
| Annual return | 13.48% | 18.37%-4.9pp | 111.10%-97.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $966 | $2,324-58.4% | $2,955-67.3% | $2,552-62.2% |
| Participant deferral / active EE | $1,427 | $3,955-63.9% | $4,889-70.8% | $4,126-65.4% |
| Admin fee / account holder | $4,423 | $10,328-57.2% | $12,841-65.6% | $7,339-39.7% |