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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 | $100,275 | $76,834+30.5% | $108,359-7.5% | $87,485+14.6% |
| Participation rate | 11.6% | 61.7%-50.1pp | 70.1%-58.5pp | 68.9%-57.3pp |
| Annual return | 18.25% | 19.09%-0.8pp | 36.89%-18.6pp | 26.06%-7.8pp |
| Employer contribution / active EE | $548 | $1,556-64.8% | $2,399-77.2% | $2,596-78.9% |
| Participant deferral / active EE | $853 | $3,100-72.5% | $4,137-79.4% | $4,274-80.0% |
| Admin fee / account holder | $803 | $6,537-87.7% | $9,741-91.8% | $7,775-89.7% |