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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 | $90,943 | $54,763+66.1% | $90,324+0.7% | $72,976+24.6% |
| Participation rate | 8.8% | 65.2%-56.4pp | 73.3%-64.5pp | 69.5%-60.7pp |
| Annual return | 29.43% | 30.63%-1.2pp | 78.15%-48.7pp | 81.02%-51.6pp |
| Employer contribution / active EE | $264 | $2,093-87.4% | $2,856-90.8% | $2,440-89.2% |
| Participant deferral / active EE | $690 | $2,887-76.1% | $3,885-82.2% | $3,608-80.9% |
| Admin fee / account holder | $14,048 | $3,973+253.5% | $5,356+162.3% | $5,124+174.2% |