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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 | $93,620 | $106,864-12.4% | $147,318-36.5% | $82,637+13.3% |
| Participation rate | 28.1% | 75.5%-47.4pp | 82.1%-53.9pp | 68.1%-39.9pp |
| Annual return | 14.22% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $865 | $3,417-74.7% | $4,593-81.2% | $2,552-66.1% |
| Participant deferral / active EE | $2,114 | $6,496-67.5% | $7,906-73.3% | $4,126-48.8% |
| Admin fee / account holder | $1,017 | $8,415-87.9% | $13,708-92.6% | $7,339-86.1% |