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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 | $113,447 | $88,203+28.6% | $165,100-31.3% | $74,478+52.3% |
| Participation rate | 29.1% | 73.1%-44.0pp | 78.6%-49.5pp | 67.2%-38.1pp |
| Annual return | 18.05% | 17.13%+0.9pp | 70.21%-52.2pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $1,628 | $2,601-37.4% | $4,348-62.6% | $2,626-38.0% |
| Participant deferral / active EE | $2,076 | $4,505-53.9% | $6,035-65.6% | $4,350-52.3% |
| Admin fee / account holder | $7,129 | $2,235+219.0% | $12,696-43.8% | $1,946+266.4% |