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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 | $116,570 | $118,496-1.6% | $98,461+18.4% | $139,466-16.4% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 14.30% | 18.96%-4.7pp | 21.17%-6.9pp | 373.66%-359.4pp |
| Employer contribution / active EE | $735 | $3,611-79.6% | $3,049-75.9% | $4,754-84.5% |
| Participant deferral / active EE | $1,131 | $5,393-79.0% | $4,738-76.1% | $6,712-83.2% |
| Admin fee / account holder | $305 | $14,056-97.8% | $8,961-96.6% | $11,409-97.3% |