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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 | $82,492 | $86,940-5.1% | $102,434-19.5% | $80,935+1.9% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.7%-14.8pp |
| Annual return | 14.26% | 18.89%-4.6pp | 29.46%-15.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $926 | $2,370-60.9% | $3,023-69.4% | $2,757-66.4% |
| Participant deferral / active EE | $1,565 | $4,121-62.0% | $5,055-69.0% | $4,299-63.6% |
| Admin fee / account holder | $1,466 | $8,047-81.8% | $9,462-84.5% | $6,924-78.8% |