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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 | $97,033 | $102,609-5.4% | $98,090-1.1% | $138,895-30.1% |
| Participation rate | 25.0% | 82.8%-57.8pp | 81.5%-56.5pp | 79.9%-54.9pp |
| Annual return | 21.24% | 36.44%-15.2pp | 37.05%-15.8pp | 145.39%-124.1pp |
| Employer contribution / active EE | $894 | $3,867-76.9% | $3,606-75.2% | $4,194-78.7% |
| Participant deferral / active EE | $894 | $8,167-89.1% | $7,845-88.6% | $6,396-86.0% |
| Admin fee / account holder | $386 | $11,434-96.6% | $11,815-96.7% | $12,562-96.9% |