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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 | $135,896 | $101,950+33.3% | $125,529+8.3% | $86,983+56.2% |
| Participation rate | 19.2% | 70.2%-50.9pp | 74.7%-55.5pp | 69.5%-50.3pp |
| Annual return | 18.72% | 18.29%+0.4pp | 202.56%-183.8pp | 25.83%-7.1pp |
| Employer contribution / active EE | $690 | $2,358-70.7% | $3,058-77.4% | $2,584-73.3% |
| Participant deferral / active EE | $1,205 | $3,862-68.8% | $4,813-75.0% | $4,194-71.3% |
| Admin fee / account holder | $1,117 | $12,791-91.3% | $16,298-93.1% | $7,856-85.8% |