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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 | $85,430 | $63,949+33.6% | $129,031-33.8% | $94,015-9.1% |
| Participation rate | 19.2% | 63.4%-44.2pp | 73.4%-54.1pp | 70.8%-51.6pp |
| Annual return | 12.90% | 17.56%-4.7pp | 34.67%-21.8pp | 17.84%-4.9pp |
| Employer contribution / active EE | $373 | $1,865-80.0% | $3,226-88.4% | $2,790-86.6% |
| Participant deferral / active EE | $889 | $3,686-75.9% | $5,217-83.0% | $4,249-79.1% |
| Admin fee / account holder | $6,538 | $5,523+18.4% | $13,208-50.5% | $8,951-27.0% |