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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 | $94,218 | $78,428+20.1% | $95,960-1.8% | $79,852+18.0% |
| Participation rate | 32.1% | 73.5%-41.3pp | 77.1%-44.9pp | 69.6%-37.5pp |
| Annual return | 12.00% | 19.37%-7.4pp | 91.63%-79.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,089 | $1,945-44.0% | $2,541-57.1% | $2,471-55.9% |
| Participant deferral / active EE | $1,390 | $3,440-59.6% | $4,167-66.6% | $3,740-62.8% |
| Admin fee / account holder | $17,456 | $5,622+210.5% | $6,797+156.8% | $5,306+229.0% |