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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 | $94,944 | $88,672+7.1% | $105,223-9.8% | $82,448+15.2% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.0pp | 68.1%-31.0pp |
| Annual return | 17.20% | 30.86%-13.7pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $948 | $3,048-68.9% | $3,689-74.3% | $2,551-62.9% |
| Participant deferral / active EE | $1,234 | $4,036-69.4% | $5,072-75.7% | $4,139-70.2% |
| Admin fee / account holder | $2,864 | $7,146-59.9% | $8,859-67.7% | $7,234-60.4% |