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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 | $85,913 | $94,436-9.0% | $115,599-25.7% | $82,637+4.0% |
| Participation rate | 27.3% | 70.4%-43.2pp | 74.3%-47.0pp | 68.1%-40.8pp |
| Annual return | 14.07% | 18.37%-4.3pp | 111.10%-97.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $769 | $2,324-66.9% | $2,955-74.0% | $2,552-69.9% |
| Participant deferral / active EE | $1,602 | $3,955-59.5% | $4,889-67.2% | $4,126-61.2% |
| Admin fee / account holder | $7,639 | $10,328-26.0% | $12,841-40.5% | $7,339+4.1% |