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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 | $80,541 | $75,807+6.2% | $116,096-30.6% | $86,983-7.4% |
| Participation rate | 9.9% | 66.9%-57.0pp | 73.3%-63.5pp | 69.5%-59.7pp |
| Annual return | 14.41% | 18.57%-4.2pp | 326.25%-311.8pp | 25.83%-11.4pp |
| Employer contribution / active EE | $263 | $1,892-86.1% | $2,503-89.5% | $2,584-89.8% |
| Participant deferral / active EE | $748 | $3,212-76.7% | $3,952-81.1% | $4,194-82.2% |
| Admin fee / account holder | $1,432 | $6,659-78.5% | $7,704-81.4% | $7,856-81.8% |