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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 | $125,365 | $67,606+85.4% | $82,313+52.3% | $70,124+78.8% |
| Participation rate | 11.5% | 72.8%-61.2pp | 76.9%-65.4pp | 69.5%-58.0pp |
| Annual return | 12.60% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,303 | $1,755-25.7% | $2,428-46.3% | $2,342-44.4% |
| Participant deferral / active EE | $490 | $2,987-83.6% | $3,706-86.8% | $3,332-85.3% |
| Admin fee / account holder | $24,635 | $4,512+446.0% | $5,608+339.3% | $4,645+430.3% |