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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 | $109,342 | $95,404+14.6% | $113,397-3.6% | $82,637+32.3% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.5%-45.2pp | 68.1%-36.8pp |
| Annual return | 16.37% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $743 | $2,307-67.8% | $2,977-75.0% | $2,552-70.9% |
| Participant deferral / active EE | $1,039 | $4,220-75.4% | $5,076-79.5% | $4,126-74.8% |
| Admin fee / account holder | $1,354 | $9,168-85.2% | $11,957-88.7% | $7,339-81.6% |