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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 | $85,780 | $61,390+39.7% | $112,228-23.6% | $75,177+14.1% |
| Participation rate | 9.3% | 61.6%-52.4pp | 72.4%-63.2pp | 67.2%-57.9pp |
| Annual return | 15.26% | 28.47%-13.2pp | 30.23%-15.0pp | 160.75%-145.5pp |
| Employer contribution / active EE | $580 | $2,015-71.2% | $3,432-83.1% | $2,671-78.3% |
| Participant deferral / active EE | $460 | $3,108-85.2% | $4,800-90.4% | $4,126-88.9% |
| Admin fee / account holder | $3,480 | $4,862-28.4% | $7,752-55.1% | $5,651-38.4% |