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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 | $105,936 | $105,200+0.7% | $159,474-33.6% | $85,847+23.4% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.8%-41.0pp | 69.3%-27.5pp |
| Annual return | 18.26% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $918 | $3,319-72.3% | $4,831-81.0% | $2,565-64.2% |
| Participant deferral / active EE | $1,771 | $5,946-70.2% | $7,353-75.9% | $3,952-55.2% |
| Admin fee / account holder | $2,505 | $6,934-63.9% | $10,802-76.8% | $6,261-60.0% |