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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 | $93,349 | $97,550-4.3% | $120,344-22.4% | $87,485+6.7% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.7%-15.7pp | 68.9%-8.0pp |
| Annual return | 15.67% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,752 | $2,291-23.5% | $3,020-42.0% | $2,596-32.5% |
| Participant deferral / active EE | $1,792 | $4,230-57.6% | $5,135-65.1% | $4,274-58.1% |
| Admin fee / account holder | $5,753 | $9,543-39.7% | $12,742-54.8% | $7,775-26.0% |