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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 | $79,336 | $71,353+11.2% | $92,805-14.5% | $86,983-8.8% |
| Participation rate | 59.0% | 80.9%-21.9pp | 83.5%-24.5pp | 69.5%-10.6pp |
| Annual return | 17.06% | 44.68%-27.6pp | 31.59%-14.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,818 | $2,468+14.2% | $3,424-17.7% | $2,584+9.0% |
| Participant deferral / active EE | $2,029 | $6,966-70.9% | $8,448-76.0% | $4,194-51.6% |
| Admin fee / account holder | $9,297 | $6,099+52.4% | $10,911-14.8% | $7,856+18.3% |