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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 | $99,493 | $106,749-6.8% | $145,433-31.6% | $82,448+20.7% |
| Participation rate | 46.0% | 75.6%-29.6pp | 82.1%-36.1pp | 68.1%-22.0pp |
| Annual return | 18.40% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,092 | $3,444-68.3% | $4,554-76.0% | $2,551-57.2% |
| Participant deferral / active EE | $2,349 | $6,519-64.0% | $7,897-70.3% | $4,139-43.3% |
| Admin fee / account holder | $2,388 | $8,390-71.5% | $13,129-81.8% | $7,234-67.0% |