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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 | $91,865 | $67,411+36.3% | $91,004+0.9% | $70,126+31.0% |
| Participation rate | 36.7% | 71.4%-34.7pp | 75.6%-38.9pp | 69.5%-32.9pp |
| Annual return | 19.60% | -40.16%+59.8pp | 4.60%+15.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $668 | $1,786-62.6% | $2,456-72.8% | $2,343-71.5% |
| Participant deferral / active EE | $964 | $2,823-65.8% | $3,548-72.8% | $3,332-71.1% |
| Admin fee / account holder | $512 | $4,236-87.9% | $5,417-90.6% | $4,645-89.0% |