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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 | $107,633 | $65,364+64.7% | $92,909+15.8% | $72,975+47.5% |
| Participation rate | 38.2% | 68.3%-30.1pp | 76.0%-37.8pp | 69.5%-31.3pp |
| Annual return | 29.27% | 42.11%-12.8pp | 109.44%-80.2pp | 81.01%-51.7pp |
| Employer contribution / active EE | $737 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $1,176 | $3,128-62.4% | $4,238-72.2% | $3,608-67.4% |
| Admin fee / account holder | $428 | $4,251-89.9% | $5,795-92.6% | $5,124-91.6% |