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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 | $88,996+123.4% | $78,004+154.9% | $138,895+43.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.4%-44.4pp | 79.9%-54.9pp |
| Annual return | 26.81% | 28.03%-1.2pp | 31.07%-4.3pp | 145.39%-118.6pp |
| Employer contribution / active EE | $557 | $2,917-80.9% | $2,469-77.4% | $4,194-86.7% |
| Participant deferral / active EE | $639 | $4,724-86.5% | $4,092-84.4% | $6,396-90.0% |
| Admin fee / account holder | $1,549 | $8,807-82.4% | $7,578-79.6% | $12,562-87.7% |