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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 | $80,346 | $106,280-24.4% | $96,538-16.8% | $139,487-42.4% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 13.56% | 38.48%-24.9pp | 35.74%-22.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $11,810 | $4,107+187.6% | $3,740+215.8% | $4,755+148.4% |
| Participant deferral / active EE | $868 | $5,457-84.1% | $4,880-82.2% | $6,713-87.1% |
| Admin fee / account holder | $4,724 | $7,888-40.1% | $6,737-29.9% | $11,407-58.6% |