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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 | $103,596 | $106,864-3.1% | $147,318-29.7% | $82,637+25.4% |
| Participation rate | 58.8% | 75.5%-16.7pp | 82.1%-23.2pp | 68.1%-9.2pp |
| Annual return | 17.80% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $918 | $3,417-73.1% | $4,593-80.0% | $2,552-64.0% |
| Participant deferral / active EE | $1,477 | $6,496-77.3% | $7,906-81.3% | $4,126-64.2% |
| Admin fee / account holder | $897 | $8,415-89.3% | $13,708-93.5% | $7,339-87.8% |