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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 | $101,990 | $97,550+4.6% | $120,344-15.3% | $87,485+16.6% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.7%-35.5pp | 68.9%-27.8pp |
| Annual return | 12.04% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.0pp |
| Employer contribution / active EE | $912 | $2,291-60.2% | $3,020-69.8% | $2,596-64.9% |
| Participant deferral / active EE | $1,654 | $4,230-60.9% | $5,135-67.8% | $4,274-61.3% |
| Admin fee / account holder | $13,012 | $9,543+36.4% | $12,742+2.1% | $7,775+67.4% |