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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 | $107,617 | $107,733-0.1% | $92,985+15.7% | $154,746-30.5% |
| Participation rate | 42.9% | 74.6%-31.7pp | 69.5%-26.6pp | 80.7%-37.8pp |
| Annual return | 9.65% | 30.39%-20.7pp | 27.99%-18.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $808 | $3,126-74.2% | $2,662-69.6% | $4,379-81.5% |
| Participant deferral / active EE | $1,052 | $5,053-79.2% | $4,377-76.0% | $6,730-84.4% |
| Admin fee / account holder | $6,018 | $11,369-47.1% | $9,463-36.4% | $14,365-58.1% |