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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 | $95,985 | $78,428+22.4% | $95,9600% | $79,852+20.2% |
| Participation rate | 37.0% | 73.5%-36.5pp | 77.1%-40.0pp | 69.6%-32.6pp |
| Annual return | 16.34% | 19.37%-3.0pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $701 | $1,945-64.0% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $1,388 | $3,440-59.7% | $4,167-66.7% | $3,740-62.9% |
| Admin fee / account holder | $1,079 | $5,622-80.8% | $6,797-84.1% | $5,306-79.7% |