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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 | $173,961 | $48,118+261.5% | $136,833+27.1% | $94,015+85.0% |
| Participation rate | 16.7% | 47.4%-30.7pp | 59.0%-42.4pp | 70.8%-54.2pp |
| Annual return | 41.27% | 14.65%+26.6pp | 35.32%+6.0pp | 17.84%+23.4pp |
| Employer contribution / active EE | $291 | $821-64.6% | $1,319-77.9% | $2,790-89.6% |
| Participant deferral / active EE | $296 | $1,651-82.1% | $2,441-87.9% | $4,249-93.0% |
| Admin fee / account holder | $6,291 | $3,059+105.6% | $4,706+33.7% | $8,951-29.7% |