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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 | $101,950-8.3% | $125,529-25.6% | $86,983+7.4% |
| Participation rate | 44.2% | 70.2%-26.0pp | 74.7%-30.5pp | 69.5%-25.4pp |
| Annual return | 13.32% | 18.29%-5.0pp | 202.56%-189.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $650 | $2,358-72.4% | $3,058-78.7% | $2,584-74.9% |
| Participant deferral / active EE | $1,583 | $3,862-59.0% | $4,813-67.1% | $4,194-62.2% |
| Admin fee / account holder | $1,911 | $12,791-85.1% | $16,298-88.3% | $7,856-75.7% |