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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 | $71,072 | $99,994-28.9% | $146,643-51.5% | $85,847-17.2% |
| Participation rate | 43.8% | 73.1%-29.3pp | 80.1%-36.3pp | 69.3%-25.6pp |
| Annual return | 22.74% | 18.93%+3.8pp | 22.75%0pp | 318.61%-295.9pp |
| Employer contribution / active EE | $1,203 | $2,559-53.0% | $4,137-70.9% | $2,565-53.1% |
| Participant deferral / active EE | $1,772 | $4,006-55.8% | $5,506-67.8% | $3,952-55.2% |
| Admin fee / account holder | $17,936 | $7,703+132.8% | $10,280+74.5% | $6,261+186.5% |