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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 | $95,453+46.9% | $112,040+25.1% | $82,448+70.1% |
| Participation rate | 16.0% | 72.8%-56.8pp | 76.5%-60.5pp | 68.1%-52.1pp |
| Annual return | 17.11% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $755 | $2,318-67.4% | $2,954-74.5% | $2,551-70.4% |
| Participant deferral / active EE | $1,325 | $4,224-68.6% | $5,098-74.0% | $4,139-68.0% |
| Admin fee / account holder | $24,383 | $9,013+170.5% | $12,098+101.5% | $7,234+237.0% |