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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 | $131,877 | $58,828+124.2% | $78,002+69.1% | $62,881+109.7% |
| Participation rate | 52.6% | 71.1%-18.4pp | 75.5%-22.9pp | 69.3%-16.7pp |
| Annual return | 4.93% | 17.16%-12.2pp | 425.99%-421.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $789 | $1,672-52.8% | $2,470-68.0% | $2,281-65.4% |
| Participant deferral / active EE | $1,138 | $2,686-57.6% | $3,497-67.4% | $3,203-64.5% |
| Admin fee / account holder | $1,676 | $4,393-61.8% | $5,481-69.4% | $4,296-61.0% |