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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 | $198,849 | $106,588+86.6% | $94,215+111.1% | $155,188+28.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 70.0%-45.0pp | 80.8%-55.8pp |
| Annual return | 26.81% | 29.39%-2.6pp | 28.22%-1.4pp | 148.84%-122.0pp |
| Employer contribution / active EE | $557 | $3,080-81.9% | $2,675-79.2% | $4,248-86.9% |
| Participant deferral / active EE | $639 | $4,802-86.7% | $4,276-85.1% | $6,531-90.2% |
| Admin fee / account holder | $1,549 | $12,281-87.4% | $10,216-84.8% | $14,480-89.3% |