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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 | $91,161 | $167,415-45.5% | $140,514-35.1% | $198,609-54.1% |
| Participation rate | 52.6% | 80.9%-28.3pp | 77.8%-25.2pp | 82.4%-29.7pp |
| Annual return | 11.29% | 13.85%-2.6pp | 14.36%-3.1pp | 202.70%-191.4pp |
| Employer contribution / active EE | $1,289 | $4,088-68.5% | $3,378-61.8% | $5,055-74.5% |
| Participant deferral / active EE | $2,131 | $5,579-61.8% | $4,919-56.7% | $6,977-69.5% |
| Admin fee / account holder | $13,046 | $16,730-22.0% | $13,697-4.8% | $19,030-31.4% |