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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 | $178,205 | $83,898+112.4% | $133,346+33.6% | $94,015+89.6% |
| Participation rate | 44.2% | 63.4%-19.1pp | 72.8%-28.6pp | 70.8%-26.6pp |
| Annual return | 13.52% | 16.00%-2.5pp | 36.85%-23.3pp | 17.84%-4.3pp |
| Employer contribution / active EE | $573 | $1,821-68.5% | $2,853-79.9% | $2,790-79.5% |
| Participant deferral / active EE | $830 | $3,245-74.4% | $4,332-80.8% | $4,249-80.5% |
| Admin fee / account holder | $35,737 | $7,809+357.7% | $14,264+150.5% | $8,951+299.2% |