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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 | $99,875+3.7% | $146,866-29.5% | $86,983+19.1% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 17.80% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $918 | $3,224-71.5% | $4,425-79.3% | $2,584-64.5% |
| Participant deferral / active EE | $1,477 | $6,322-76.6% | $7,759-81.0% | $4,194-64.8% |
| Admin fee / account holder | $897 | $7,838-88.6% | $13,620-93.4% | $7,856-88.6% |