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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 | $85,161 | $64,909+31.2% | $82,312+3.5% | $62,293+36.7% |
| Participation rate | 34.3% | 74.9%-40.6pp | 76.9%-42.6pp | 69.5%-35.3pp |
| Annual return | 19.09% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $590 | $1,676-64.8% | $2,428-75.7% | $2,042-71.1% |
| Participant deferral / active EE | $1,373 | $3,103-55.8% | $3,706-63.0% | $3,169-56.7% |
| Admin fee / account holder | $8,736 | $440+1887.3% | $5,608+55.8% | $479+1722.5% |