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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 | $117,677 | $77,920+51.0% | $149,723-21.4% | $75,177+56.5% |
| Participation rate | 16.2% | 65.6%-49.4pp | 78.8%-62.6pp | 67.2%-51.0pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $421 | $3,138-86.6% | $4,821-91.3% | $2,671-84.2% |
| Participant deferral / active EE | $836 | $3,411-75.5% | $5,682-85.3% | $4,126-79.7% |
| Admin fee / account holder | $4,655 | $5,951-21.8% | $13,215-64.8% | $5,651-17.6% |