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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 | $111,641 | $101,778+9.7% | $164,975-32.3% | $80,925+38.0% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 18.43% | 16.73%+1.7pp | 70.12%-51.7pp | 35.65%-17.2pp |
| Employer contribution / active EE | $989 | $2,954-66.5% | $4,343-77.2% | $2,756-64.1% |
| Participant deferral / active EE | $1,679 | $4,477-62.5% | $6,033-72.2% | $4,299-60.9% |
| Admin fee / account holder | $393 | $8,221-95.2% | $12,688-96.9% | $6,940-94.3% |