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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 | $106,097 | $78,520+35.1% | $96,576+9.9% | $82,448+28.7% |
| Participation rate | 39.1% | 77.7%-38.6pp | 81.4%-42.3pp | 68.1%-28.9pp |
| Annual return | 17.33% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $294 | $2,630-88.8% | $3,553-91.7% | $2,551-88.5% |
| Participant deferral / active EE | $2,387 | $6,754-64.7% | $7,956-70.0% | $4,139-42.3% |
| Admin fee / account holder | $1,119 | $13,455-91.7% | $11,381-90.2% | $7,234-84.5% |