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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 | $107,380 | $77,472+38.6% | $100,392+7.0% | $80,935+32.7% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-26.0pp | 67.7%-12.1pp |
| Annual return | 13.96% | 37.26%-23.3pp | 49.45%-35.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,514 | $2,800-45.9% | $3,941-61.6% | $2,757-45.1% |
| Participant deferral / active EE | $2,204 | $6,818-67.7% | $8,090-72.8% | $4,299-48.7% |
| Admin fee / account holder | $1,489 | $5,885-74.7% | $7,904-81.2% | $6,924-78.5% |