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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 | $97,565 | $80,985+20.5% | $96,576+1.0% | $75,181+29.8% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 18.27% | 27.05%-8.8pp | 25.87%-7.6pp | 160.69%-142.4pp |
| Employer contribution / active EE | $828 | $2,282-63.7% | $2,965-72.1% | $2,671-69.0% |
| Participant deferral / active EE | $1,432 | $3,929-63.5% | $4,851-70.5% | $4,126-65.3% |
| Admin fee / account holder | $4,574 | $6,719-31.9% | $8,253-44.6% | $5,650-19.0% |