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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 | $109,270 | $91,559+19.3% | $133,971-18.4% | $79,852+36.8% |
| Participation rate | 31.0% | 73.3%-42.4pp | 79.8%-48.9pp | 69.6%-38.7pp |
| Annual return | 16.87% | 61.85%-45.0pp | 45.09%-28.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $782 | $2,384-67.2% | $3,919-80.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,474 | $3,734-60.5% | $5,047-70.8% | $3,740-60.6% |
| Admin fee / account holder | $1,208 | $6,321-80.9% | $8,929-86.5% | $5,306-77.2% |