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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 | $77,358+37.2% | $102,184+3.8% | $87,485+21.3% |
| Participation rate | 39.1% | 78.7%-39.6pp | 82.6%-43.5pp | 68.9%-29.8pp |
| Annual return | 17.33% | 41.11%-23.8pp | 31.58%-14.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $294 | $2,562-88.5% | $3,594-91.8% | $2,596-88.7% |
| Participant deferral / active EE | $2,387 | $6,753-64.7% | $8,309-71.3% | $4,274-44.2% |
| Admin fee / account holder | $1,119 | $6,809-83.6% | $11,609-90.4% | $7,775-85.6% |