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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 | $119,170 | $86,288+38.1% | $111,306+7.1% | $85,851+38.8% |
| Participation rate | 61.3% | 73.3%-12.0pp | 77.3%-16.0pp | 69.3%-8.0pp |
| Annual return | 13.94% | 19.99%-6.1pp | 54.67%-40.7pp | 318.63%-304.7pp |
| Employer contribution / active EE | $794 | $2,044-61.1% | $2,732-70.9% | $2,565-69.0% |
| Participant deferral / active EE | $1,000 | $3,641-72.5% | $4,488-77.7% | $3,952-74.7% |
| Admin fee / account holder | $2,147 | $8,189-73.8% | $7,966-73.1% | $6,261-65.7% |