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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 | $104,951 | $78,682+33.4% | $109,188-3.9% | $85,851+22.2% |
| Participation rate | 19.6% | 68.3%-48.7pp | 75.9%-56.3pp | 69.3%-49.8pp |
| Annual return | 12.42% | 25.09%-12.7pp | 25.76%-13.3pp | 318.63%-306.2pp |
| Employer contribution / active EE | $1,194 | $2,734-56.3% | $3,723-67.9% | $2,565-53.5% |
| Participant deferral / active EE | $1,272 | $3,468-63.3% | $4,654-72.7% | $3,952-67.8% |
| Admin fee / account holder | $7,285 | $5,470+33.2% | $6,755+7.8% | $6,261+16.4% |