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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 | $106,054 | $93,598+13.3% | $135,974-22.0% | $75,173+41.1% |
| Participation rate | 24.4% | 75.2%-50.8pp | 81.9%-57.5pp | 67.2%-42.8pp |
| Annual return | 17.81% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $856 | $3,538-75.8% | $4,859-82.4% | $2,671-67.9% |
| Participant deferral / active EE | $2,132 | $6,405-66.7% | $7,760-72.5% | $4,126-48.3% |
| Admin fee / account holder | $3,981 | $6,978-43.0% | $10,767-63.0% | $5,651-29.6% |