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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 | $101,677 | $73,149+39.0% | $120,580-15.7% | $77,762+30.8% |
| Participation rate | 7.8% | 55.2%-47.3pp | 72.0%-64.1pp | 70.6%-62.8pp |
| Annual return | 11.60% | 18.24%-6.6pp | 107.48%-95.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $425 | $1,793-76.3% | $3,469-87.7% | $2,728-84.4% |
| Participant deferral / active EE | $337 | $3,006-88.8% | $4,995-93.3% | $4,651-92.8% |
| Admin fee / account holder | $1,725 | $660+161.5% | $9,418-81.7% | $433+298.5% |