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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 | $96,193 | $93,346+3.0% | $71,796+34.0% | $273,972-64.9% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 8.27% | 130.39%-122.1pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $535 | $2,733-80.4% | $1,924-72.2% | $4,869-89.0% |
| Participant deferral / active EE | $535 | $3,475-84.6% | $2,794-80.9% | $5,287-89.9% |
| Admin fee / account holder | $7,309 | $6,571+11.2% | $4,815+51.8% | $10,133-27.9% |