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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 | $93,442 | $94,436-1.1% | $115,599-19.2% | $82,637+13.1% |
| Participation rate | 44.2% | 70.4%-26.2pp | 74.3%-30.1pp | 68.1%-23.9pp |
| Annual return | 13.32% | 18.37%-5.1pp | 111.10%-97.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $650 | $2,324-72.0% | $2,955-78.0% | $2,552-74.5% |
| Participant deferral / active EE | $1,583 | $3,955-60.0% | $4,889-67.6% | $4,126-61.6% |
| Admin fee / account holder | $1,911 | $10,328-81.5% | $12,841-85.1% | $7,339-74.0% |