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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 | $83,816 | $69,118+21.3% | $53,647+56.2% | $138,895-39.7% |
| Participation rate | 4.3% | 64.0%-59.6pp | 56.3%-51.9pp | 79.9%-75.6pp |
| Annual return | 19.47% | 248.26%-228.8pp | 358.33%-338.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $197 | $1,189-83.5% | $962-79.6% | $4,194-95.3% |
| Participant deferral / active EE | $197 | $2,274-91.4% | $1,813-89.2% | $6,396-96.9% |
| Admin fee / account holder | $322 | $2,724-88.2% | $2,460-86.9% | $12,562-97.4% |