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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 | $89,588 | $48,076+86.3% | $78,690+13.8% | $62,891+42.4% |
| Participation rate | 35.1% | 65.2%-30.1pp | 73.6%-38.5pp | 69.3%-34.2pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $419 | $2,015-79.2% | $2,851-85.3% | $2,281-81.6% |
| Participant deferral / active EE | $738 | $2,588-71.5% | $3,517-79.0% | $3,203-77.0% |
| Admin fee / account holder | $7,456 | $3,207+132.5% | $4,511+65.3% | $4,296+73.6% |