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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 | $92,449 | $86,949+6.3% | $102,460-9.8% | $80,959+14.2% |
| Participation rate | 18.5% | 72.4%-53.9pp | 76.5%-58.0pp | 67.7%-49.1pp |
| Annual return | 12.37% | 18.89%-6.5pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $728 | $2,370-69.3% | $3,025-75.9% | $2,757-73.6% |
| Participant deferral / active EE | $1,523 | $4,121-63.0% | $5,056-69.9% | $4,300-64.6% |
| Admin fee / account holder | $662 | $8,048-91.8% | $9,460-93.0% | $6,925-90.4% |