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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 | $111,906 | $136,860-18.2% | $120,344-7.0% | $154,746-27.7% |
| Participation rate | 53.8% | 79.9%-26.0pp | 76.7%-22.9pp | 80.7%-26.9pp |
| Annual return | 15.05% | 21.38%-6.3pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,395 | $3,533+81.0% | $3,020+111.7% | $4,379+46.0% |
| Participant deferral / active EE | $1,589 | $5,793-72.6% | $5,135-69.1% | $6,730-76.4% |
| Admin fee / account holder | $11,191 | $15,393-27.3% | $12,742-12.2% | $14,365-22.1% |