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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 | $80,189 | $77,814+3.1% | $158,223-49.3% | $86,983-7.8% |
| Participation rate | 9.6% | 68.4%-58.8pp | 79.2%-69.6pp | 69.5%-59.9pp |
| Annual return | 12.93% | 30.54%-17.6pp | 52.09%-39.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $337 | $2,592-87.0% | $4,109-91.8% | $2,584-87.0% |
| Participant deferral / active EE | $578 | $3,270-82.3% | $5,467-89.4% | $4,194-86.2% |
| Admin fee / account holder | $2,162 | $5,879-63.2% | $16,047-86.5% | $7,856-72.5% |