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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 | $87,166+128.1% | $76,735+159.1% | $137,256+44.9% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.5%-44.5pp | 80.0%-55.0pp |
| Annual return | 26.81% | 26.50%+0.3pp | 29.77%-3.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $557 | $2,904-80.8% | $2,454-77.3% | $4,156-86.6% |
| Participant deferral / active EE | $639 | $4,726-86.5% | $4,088-84.4% | $6,407-90.0% |
| Admin fee / account holder | $1,549 | $8,403-81.6% | $7,189-78.5% | $12,270-87.4% |