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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 | $87,628 | $87,059+0.7% | $105,608-17.0% | $80,925+8.3% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.7%-6.1pp |
| Annual return | 19.15% | 17.05%+2.1pp | 116.50%-97.3pp | 35.65%-16.5pp |
| Employer contribution / active EE | $877 | $2,396-63.4% | $3,167-72.3% | $2,756-68.2% |
| Participant deferral / active EE | $1,225 | $3,986-69.3% | $5,010-75.5% | $4,299-71.5% |
| Admin fee / account holder | $2,788 | $8,443-67.0% | $11,028-74.7% | $6,940-59.8% |