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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 | $159,890 | $97,751+63.6% | $103,447+54.6% | $145,877+9.6% |
| Participation rate | 52.9% | 81.1%-28.2pp | 80.5%-27.6pp | 80.3%-27.4pp |
| Annual return | 16.97% | 25.43%-8.5pp | 23.92%-6.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,275 | $4,684-72.8% | $4,678-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,627 | $6,603-75.4% | $6,624-75.4% | $6,691-75.7% |
| Admin fee / account holder | $7,887 | $12,515-37.0% | $9,415-16.2% | $13,402-41.2% |