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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 | $87,064 | $80,992+7.5% | $96,534-9.8% | $75,173+15.8% |
| Participation rate | 36.4% | 71.8%-35.4pp | 76.0%-39.6pp | 67.2%-30.8pp |
| Annual return | 16.23% | 27.05%-10.8pp | 25.88%-9.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,007 | $2,283-55.9% | $2,965-66.1% | $2,671-62.3% |
| Participant deferral / active EE | $1,366 | $3,929-65.2% | $4,851-71.8% | $4,126-66.9% |
| Admin fee / account holder | $2,698 | $6,717-59.8% | $8,253-67.3% | $5,651-52.3% |