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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 | $214,375 | $78,670+172.5% | $109,173+96.4% | $85,847+149.7% |
| Participation rate | 25.0% | 68.3%-43.3pp | 75.9%-50.9pp | 69.3%-44.3pp |
| Annual return | 18.47% | 25.09%-6.6pp | 25.75%-7.3pp | 318.61%-300.1pp |
| Employer contribution / active EE | $792 | $2,734-71.0% | $3,723-78.7% | $2,565-69.1% |
| Participant deferral / active EE | $1,303 | $3,467-62.4% | $4,654-72.0% | $3,952-67.0% |
| Admin fee / account holder | $37,743 | $5,469+590.1% | $6,755+458.7% | $6,261+502.9% |