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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 | $100,173 | $107,733-7.0% | $92,985+7.7% | $154,746-35.3% |
| Participation rate | 16.7% | 74.6%-57.9pp | 69.5%-52.8pp | 80.7%-64.0pp |
| Annual return | 12.23% | 30.39%-18.2pp | 27.99%-15.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $571 | $3,126-81.8% | $2,662-78.6% | $4,379-87.0% |
| Participant deferral / active EE | $1,100 | $5,053-78.2% | $4,377-74.9% | $6,730-83.7% |
| Admin fee / account holder | $559 | $11,369-95.1% | $9,463-94.1% | $14,365-96.1% |