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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 | $98,309 | $109,782-10.5% | $260,467-62.3% | $94,015+4.6% |
| Participation rate | 60.0% | 67.2%-7.2pp | 80.5%-20.5pp | 70.8%-10.8pp |
| Annual return | 16.46% | 18.60%-2.1pp | 100.60%-84.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $580 | $2,147-73.0% | $4,239-86.3% | $2,790-79.2% |
| Participant deferral / active EE | $1,489 | $4,044-63.2% | $6,319-76.4% | $4,249-65.0% |
| Admin fee / account holder | $1,973 | $11,958-83.5% | $15,461-87.2% | $8,951-78.0% |