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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 | $142,942 | $77,814+83.7% | $158,223-9.7% | $86,983+64.3% |
| Participation rate | 19.2% | 68.4%-49.2pp | 79.2%-60.0pp | 69.5%-50.3pp |
| Annual return | 16.13% | 30.54%-14.4pp | 52.09%-36.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $333 | $2,592-87.2% | $4,109-91.9% | $2,584-87.1% |
| Participant deferral / active EE | $650 | $3,270-80.1% | $5,467-88.1% | $4,194-84.5% |
| Admin fee / account holder | $2,332 | $5,879-60.3% | $16,047-85.5% | $7,856-70.3% |