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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 | $200,783 | $97,289+106.4% | $92,805+116.3% | $155,188+29.4% |
| Participation rate | 41.2% | 84.2%-43.0pp | 83.5%-42.3pp | 80.8%-39.6pp |
| Annual return | 11.28% | 29.03%-17.7pp | 31.59%-20.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $460 | $3,632-87.3% | $3,424-86.6% | $4,248-89.2% |
| Participant deferral / active EE | $2,426 | $8,795-72.4% | $8,448-71.3% | $6,531-62.9% |
| Admin fee / account holder | $10,380 | $12,015-13.6% | $10,911-4.9% | $14,480-28.3% |