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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 | $71,353+48.7% | $92,805+14.3% | $86,983+22.0% |
| Participation rate | 39.1% | 80.9%-41.7pp | 83.5%-44.4pp | 69.5%-30.4pp |
| Annual return | 17.33% | 44.68%-27.3pp | 31.59%-14.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $294 | $2,468-88.1% | $3,424-91.4% | $2,584-88.6% |
| Participant deferral / active EE | $2,387 | $6,966-65.7% | $8,448-71.7% | $4,194-43.1% |
| Admin fee / account holder | $1,119 | $6,099-81.7% | $10,911-89.7% | $7,856-85.8% |