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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 | $77,492+38.6% | $100,398+7.0% | $80,911+32.7% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-25.9pp | 67.6%-12.1pp |
| Annual return | 13.96% | 37.23%-23.3pp | 49.32%-35.4pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,514 | $2,800-45.9% | $3,946-61.6% | $2,756-45.1% |
| Participant deferral / active EE | $2,204 | $6,817-67.7% | $8,084-72.7% | $4,297-48.7% |
| Admin fee / account holder | $1,489 | $5,892-74.7% | $7,893-81.1% | $6,935-78.5% |