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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 | $140,217 | $100,194+39.9% | $122,979+14.0% | $86,983+61.2% |
| Participation rate | 16.0% | 73.0%-57.0pp | 77.2%-61.2pp | 69.5%-53.5pp |
| Annual return | 17.11% | 16.47%+0.6pp | 20.12%-3.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $755 | $2,326-67.6% | $3,062-75.4% | $2,584-70.8% |
| Participant deferral / active EE | $1,325 | $4,133-67.9% | $5,003-73.5% | $4,194-68.4% |
| Admin fee / account holder | $24,383 | $10,148+140.3% | $12,864+89.5% | $7,856+210.4% |