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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 | $98,524 | $181,896-45.8% | $156,551-37.1% | $273,972-64.0% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 7.88% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,278 | $6,248-63.5% | $5,501-58.6% | $4,869-53.2% |
| Participant deferral / active EE | $808 | $5,550-85.4% | $4,871-83.4% | $5,287-84.7% |
| Admin fee / account holder | $827 | $15,560-94.7% | $13,028-93.7% | $10,133-91.8% |