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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 | $111,896 | $98,776+13.3% | $149,745-25.3% | $79,856+40.1% |
| Participation rate | 30.9% | 75.8%-44.9pp | 82.5%-51.6pp | 69.6%-38.7pp |
| Annual return | 17.87% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $921 | $3,217-71.4% | $4,646-80.2% | $2,471-62.7% |
| Participant deferral / active EE | $2,248 | $5,681-60.4% | $6,843-67.1% | $3,741-39.9% |
| Admin fee / account holder | $5,007 | $6,053-17.3% | $9,312-46.2% | $5,306-5.6% |