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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 | $177,275 | $81,504+117.5% | $102,437+73.1% | $80,959+119.0% |
| Participation rate | 26.7% | 66.9%-40.2pp | 74.5%-47.8pp | 67.7%-41.0pp |
| Annual return | 14.78% | 25.60%-10.8pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $825 | $3,104-73.4% | $3,871-78.7% | $2,757-70.1% |
| Participant deferral / active EE | $1,365 | $3,871-64.7% | $5,060-73.0% | $4,300-68.3% |
| Admin fee / account holder | $70,734 | $6,719+952.7% | $8,388+743.3% | $6,925+921.4% |