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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 | $134,884 | $98,776+36.6% | $149,745-9.9% | $79,856+68.9% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | 19.37% | 27.38%-8.0pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $945 | $3,217-70.6% | $4,646-79.7% | $2,471-61.8% |
| Participant deferral / active EE | $1,359 | $5,681-76.1% | $6,843-80.1% | $3,741-63.7% |
| Admin fee / account holder | $3,061 | $6,053-49.4% | $9,312-67.1% | $5,306-42.3% |