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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 | $174,558 | $106,524+63.9% | $152,301+14.6% | $87,485+99.5% |
| Participation rate | 64.7% | 75.8%-11.0pp | 82.4%-17.7pp | 68.9%-4.2pp |
| Annual return | 14.86% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,373 | $3,371-59.3% | $4,624-70.3% | $2,596-47.1% |
| Participant deferral / active EE | $2,288 | $6,525-64.9% | $8,004-71.4% | $4,274-46.5% |
| Admin fee / account holder | $2,479 | $8,287-70.1% | $14,398-82.8% | $7,775-68.1% |