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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 | $219,540 | $157,829+39.1% | $136,867+60.4% | $198,609+10.5% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 15.38% | 51.25%-35.9pp | 42.97%-27.6pp | 202.70%-187.3pp |
| Employer contribution / active EE | $857 | $3,923-78.1% | $3,547-75.8% | $5,055-83.0% |
| Participant deferral / active EE | $1,771 | $5,463-67.6% | $4,924-64.0% | $6,977-74.6% |
| Admin fee / account holder | $3,765 | $11,107-66.1% | $10,340-63.6% | $19,030-80.2% |