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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 | $100,848 | $79,449+26.9% | $189,597-46.8% | $85,851+17.5% |
| Participation rate | 25.5% | 66.0%-40.5pp | 78.4%-53.0pp | 69.3%-43.9pp |
| Annual return | 12.92% | 18.45%-5.5pp | 64.20%-51.3pp | 318.63%-305.7pp |
| Employer contribution / active EE | $445 | $2,081-78.6% | $4,412-89.9% | $2,565-82.7% |
| Participant deferral / active EE | $454 | $4,051-88.8% | $6,174-92.6% | $3,952-88.5% |
| Admin fee / account holder | $1,222 | $5,377-77.3% | $9,807-87.5% | $6,261-80.5% |