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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 | $80,811 | $80,992-0.2% | $96,534-16.3% | $75,173+7.5% |
| Participation rate | 46.3% | 71.8%-25.5pp | 76.0%-29.7pp | 67.2%-20.9pp |
| Annual return | 13.99% | 27.05%-13.1pp | 25.88%-11.9pp | 160.72%-146.7pp |
| Employer contribution / active EE | $920 | $2,283-59.7% | $2,965-69.0% | $2,671-65.6% |
| Participant deferral / active EE | $1,628 | $3,929-58.6% | $4,851-66.5% | $4,126-60.6% |
| Admin fee / account holder | $903 | $6,717-86.6% | $8,253-89.1% | $5,651-84.0% |