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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 | $98,731 | $76,371+29.3% | $93,621+5.5% | $72,975+35.3% |
| Participation rate | 35.8% | 71.8%-35.9pp | 75.8%-40.0pp | 69.5%-33.7pp |
| Annual return | 24.07% | 25.82%-1.7pp | 32.76%-8.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $654 | $2,276-71.3% | $2,719-75.9% | $2,440-73.2% |
| Participant deferral / active EE | $967 | $3,538-72.7% | $4,070-76.2% | $3,608-73.2% |
| Admin fee / account holder | $478 | $6,839-93.0% | $7,890-93.9% | $5,124-90.7% |