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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 | $86,912 | $116,167-25.2% | $64,489+34.8% | $137,256-36.7% |
| Participation rate | 27.3% | 68.2%-40.9pp | 67.7%-40.4pp | 80.0%-52.7pp |
| Annual return | 10.82% | 36.55%-25.7pp | 55.03%-44.2pp | 220.34%-209.5pp |
| Employer contribution / active EE | $300 | $2,483-87.9% | $1,523-80.3% | $4,156-92.8% |
| Participant deferral / active EE | $426 | $4,215-89.9% | $2,778-84.7% | $6,407-93.3% |
| Admin fee / account holder | $1,056 | $6,188-82.9% | $4,260-75.2% | $12,270-91.4% |