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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 | $94,031-0.6% | $115,768-19.3% | $82,448+13.3% |
| Participation rate | 44.2% | 70.4%-26.2pp | 74.4%-30.2pp | 68.1%-23.9pp |
| Annual return | 13.32% | 20.61%-7.3pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $650 | $2,323-72.0% | $2,940-77.9% | $2,551-74.5% |
| Participant deferral / active EE | $1,583 | $3,972-60.1% | $4,917-67.8% | $4,139-61.7% |
| Admin fee / account holder | $1,911 | $10,249-81.4% | $12,439-84.6% | $7,234-73.6% |