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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 | $135,216 | $88,672+52.5% | $105,223+28.5% | $82,448+64.0% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 18.12% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,238 | $3,048-59.4% | $3,689-66.4% | $2,551-51.5% |
| Participant deferral / active EE | $1,554 | $4,036-61.5% | $5,072-69.4% | $4,139-62.5% |
| Admin fee / account holder | $4,737 | $7,146-33.7% | $8,859-46.5% | $7,234-34.5% |