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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 | $97,078+64.7% | $103,065+55.1% | $145,897+9.6% |
| Participation rate | 52.9% | 81.1%-28.2pp | 80.6%-27.6pp | 80.3%-27.4pp |
| Annual return | 16.97% | 25.49%-8.5pp | 23.95%-7.0pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,275 | $4,680-72.7% | $4,675-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,627 | $6,601-75.4% | $6,625-75.4% | $6,689-75.7% |
| Admin fee / account holder | $7,887 | $12,505-36.9% | $9,349-15.6% | $13,390-41.1% |