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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 | $107,110 | $88,087+21.6% | $164,866-35.0% | $74,546+43.7% |
| Participation rate | 29.6% | 73.1%-43.4pp | 78.6%-49.0pp | 67.2%-37.6pp |
| Annual return | 12.79% | 17.27%-4.5pp | 69.97%-57.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,137 | $2,595-56.2% | $4,343-73.8% | $2,624-56.7% |
| Participant deferral / active EE | $2,157 | $4,499-52.1% | $6,033-64.2% | $4,347-50.4% |
| Admin fee / account holder | $2,709 | $2,232+21.4% | $12,689-78.7% | $1,944+39.4% |