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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 | $121,017 | $59,220+104.3% | $96,570+25.3% | $79,391+52.4% |
| Participation rate | 17.6% | 61.9%-44.3pp | 69.8%-52.2pp | 70.7%-53.1pp |
| Annual return | 14.64% | 27.08%-12.4pp | 37.79%-23.2pp | 116.88%-102.2pp |
| Employer contribution / active EE | $510 | $1,216-58.1% | $2,357-78.4% | $2,428-79.0% |
| Participant deferral / active EE | $1,040 | $2,948-64.7% | $3,849-73.0% | $4,046-74.3% |
| Admin fee / account holder | $23,279 | $659+3435.2% | $6,182+276.5% | $627+3615.6% |