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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 | $76,570 | $51,096+49.9% | $100,712-24.0% | $71,012+7.8% |
| Participation rate | 14.2% | 47.0%-32.7pp | 69.3%-55.0pp | 58.6%-44.3pp |
| Annual return | 12.74% | 16.42%-3.7pp | 33.27%-20.5pp | 37.67%-24.9pp |
| Employer contribution / active EE | $228 | $1,127-79.7% | $2,313-90.1% | $2,348-90.3% |
| Participant deferral / active EE | $508 | $1,937-73.8% | $4,085-87.6% | $3,246-84.4% |
| Admin fee / account holder | $2,343 | $2,179+7.5% | $9,256-74.7% | $1,167+100.7% |