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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 | $101,536 | $74,535+36.2% | $100,712+0.8% | $82,637+22.9% |
| Participation rate | 29.2% | 61.2%-32.0pp | 69.3%-40.1pp | 68.1%-38.9pp |
| Annual return | 15.15% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $375 | $1,503-75.1% | $2,313-83.8% | $2,552-85.3% |
| Participant deferral / active EE | $1,138 | $3,074-63.0% | $4,085-72.2% | $4,126-72.4% |
| Admin fee / account holder | $1,438 | $6,576-78.1% | $9,256-84.5% | $7,339-80.4% |