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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 | $131,334 | $67,602+94.3% | $82,312+59.6% | $70,126+87.3% |
| Participation rate | 40.7% | 72.8%-32.0pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 22.70% | 21.57%+1.1pp | 25.88%-3.2pp | 73.15%-50.5pp |
| Employer contribution / active EE | $854 | $1,755-51.3% | $2,428-64.8% | $2,343-63.5% |
| Participant deferral / active EE | $1,098 | $2,987-63.2% | $3,706-70.4% | $3,332-67.0% |
| Admin fee / account holder | $1,571 | $4,512-65.2% | $5,608-72.0% | $4,645-66.2% |