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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 | $207,123 | $101,778+103.5% | $164,975+25.5% | $80,925+155.9% |
| Participation rate | 19.0% | 71.8%-52.8pp | 78.6%-59.6pp | 67.7%-48.6pp |
| Annual return | 11.53% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.1pp |
| Employer contribution / active EE | $887 | $2,954-70.0% | $4,343-79.6% | $2,756-67.8% |
| Participant deferral / active EE | $1,491 | $4,477-66.7% | $6,033-75.3% | $4,299-65.3% |
| Admin fee / account holder | $369 | $8,221-95.5% | $12,688-97.1% | $6,940-94.7% |