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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 | $221,844 | $139,948+58.5% | $121,663+82.3% | $154,746+43.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 17.21% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,314 | $3,521-62.7% | $3,020-56.5% | $4,379-70.0% |
| Participant deferral / active EE | $492 | $5,629-91.3% | $4,887-89.9% | $6,730-92.7% |
| Admin fee / account holder | $1,586 | $17,321-90.8% | $14,289-88.9% | $14,365-89.0% |