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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 | $90,943 | $106,524-14.6% | $152,301-40.3% | $87,485+4.0% |
| Participation rate | 18.8% | 75.8%-57.0pp | 82.4%-63.7pp | 68.9%-50.2pp |
| Annual return | 16.45% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,042 | $3,371-69.1% | $4,624-77.5% | $2,596-59.9% |
| Participant deferral / active EE | $1,890 | $6,525-71.0% | $8,004-76.4% | $4,274-55.8% |
| Admin fee / account holder | $4,243 | $8,287-48.8% | $14,398-70.5% | $7,775-45.4% |