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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 | $98,880 | $101,752-2.8% | $164,928-40.0% | $80,911+22.2% |
| Participation rate | 42.6% | 71.8%-29.3pp | 78.6%-36.1pp | 67.6%-25.1pp |
| Annual return | 13.52% | 16.73%-3.2pp | 70.08%-56.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $878 | $2,953-70.3% | $4,343-79.8% | $2,756-68.1% |
| Participant deferral / active EE | $1,717 | $4,477-61.7% | $6,034-71.5% | $4,297-60.1% |
| Admin fee / account holder | $1,153 | $8,218-86.0% | $12,684-90.9% | $6,935-83.4% |