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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 | $81,962 | $101,752-19.4% | $164,928-50.3% | $80,911+1.3% |
| Participation rate | 36.6% | 71.8%-35.2pp | 78.6%-42.0pp | 67.6%-31.0pp |
| Annual return | 15.29% | 16.73%-1.4pp | 70.08%-54.8pp | 35.63%-20.3pp |
| Employer contribution / active EE | $4,854 | $2,953+64.4% | $4,343+11.8% | $2,756+76.2% |
| Participant deferral / active EE | $861 | $4,477-80.8% | $6,034-85.7% | $4,297-80.0% |
| Admin fee / account holder | $13,290 | $8,218+61.7% | $12,684+4.8% | $6,935+91.6% |