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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 | $85,723 | $69,590+23.2% | $136,867-37.4% | $94,015-8.8% |
| Participation rate | 20.0% | 66.3%-46.3pp | 74.5%-54.5pp | 70.8%-50.8pp |
| Annual return | 17.59% | 19.62%-2.0pp | 42.97%-25.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $550 | $2,396-77.0% | $3,547-84.5% | $2,790-80.3% |
| Participant deferral / active EE | $981 | $3,437-71.5% | $4,924-80.1% | $4,249-76.9% |
| Admin fee / account holder | $512 | $8,912-94.3% | $10,340-95.1% | $8,951-94.3% |