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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 | $77,684 | $54,297+43.1% | $97,032-19.9% | $65,306+19.0% |
| Participation rate | 4.8% | 42.3%-37.5pp | 71.6%-66.8pp | 57.7%-52.9pp |
| Annual return | 19.71% | 21.17%-1.5pp | 35.38%-15.7pp | 21.94%-2.2pp |
| Employer contribution / active EE | $111 | $1,365-91.9% | $2,629-95.8% | $1,967-94.4% |
| Participant deferral / active EE | $345 | $2,259-84.7% | $4,672-92.6% | $2,959-88.3% |
| Admin fee / account holder | $1,063 | $3,744-71.6% | $9,418-88.7% | $3,480-69.5% |