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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 | $106,205 | $99,875+6.3% | $146,866-27.7% | $86,983+22.1% |
| Participation rate | 26.1% | 75.8%-49.7pp | 82.5%-56.4pp | 69.5%-43.5pp |
| Annual return | 13.98% | 28.10%-14.1pp | 102.85%-88.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $766 | $3,224-76.2% | $4,425-82.7% | $2,584-70.3% |
| Participant deferral / active EE | $1,410 | $6,322-77.7% | $7,759-81.8% | $4,194-66.4% |
| Admin fee / account holder | $3,410 | $7,838-56.5% | $13,620-75.0% | $7,856-56.6% |