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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 | $101,566 | $72,492+40.1% | $87,104+16.6% | $72,975+39.2% |
| Participation rate | 35.8% | 72.8%-37.0pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 22.48% | 24.46%-2.0pp | 28.19%-5.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $551 | $1,894-70.9% | $2,521-78.1% | $2,440-77.4% |
| Participant deferral / active EE | $933 | $3,270-71.5% | $4,048-77.0% | $3,608-74.1% |
| Admin fee / account holder | $6,283 | $5,055+24.3% | $7,491-16.1% | $5,124+22.6% |