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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 | $110,479 | $121,719-9.2% | $210,053-47.4% | $116,462-5.1% |
| Participation rate | 25.9% | 76.0%-50.1pp | 80.8%-54.9pp | 74.7%-48.8pp |
| Annual return | 16.72% | 14.29%+2.4pp | 232.76%-216.0pp | 15.65%+1.1pp |
| Employer contribution / active EE | $665 | $2,386-72.1% | $4,521-85.3% | $3,231-79.4% |
| Participant deferral / active EE | $1,595 | $3,917-59.3% | $4,238-62.4% | $3,836-58.4% |
| Admin fee / account holder | $3,690 | $13,730-73.1% | $16,990-78.3% | $12,754-71.1% |