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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 | $91,186 | $199,109-54.2% | $173,730-47.5% | $154,746-41.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 11.96% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,468 | $5,311-72.4% | $4,577-67.9% | $4,379-66.5% |
| Participant deferral / active EE | $1,786 | $7,113-74.9% | $6,326-71.8% | $6,730-73.5% |
| Admin fee / account holder | $739 | $20,916-96.5% | $17,523-95.8% | $14,365-94.9% |