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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 | $109,644 | $89,259+22.8% | $107,187+2.3% | $82,637+32.7% |
| Participation rate | 59.0% | 67.9%-8.9pp | 75.0%-16.0pp | 68.1%-9.0pp |
| Annual return | 13.74% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $8,737 | $3,080+183.7% | $3,782+131.0% | $2,552+242.3% |
| Participant deferral / active EE | $47 | $4,037-98.8% | $5,096-99.1% | $4,126-98.9% |
| Admin fee / account holder | $4,894 | $7,381-33.7% | $9,162-46.6% | $7,339-33.3% |