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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 | $102,852 | $87,166+18.0% | $76,735+34.0% | $137,256-25.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 13.70% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $883 | $2,904-69.6% | $2,454-64.0% | $4,156-78.7% |
| Participant deferral / active EE | $924 | $4,726-80.4% | $4,088-77.4% | $6,407-85.6% |
| Admin fee / account holder | $15,739 | $8,403+87.3% | $7,189+118.9% | $12,270+28.3% |