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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 | $98,513 | $101,798-3.2% | $165,071-40.3% | $80,935+21.7% |
| Participation rate | 21.8% | 71.8%-50.0pp | 78.6%-56.8pp | 67.7%-45.8pp |
| Annual return | 30.84% | 16.73%+14.1pp | 70.17%-39.3pp | 35.66%-4.8pp |
| Employer contribution / active EE | $925 | $2,954-68.7% | $4,347-78.7% | $2,757-66.5% |
| Participant deferral / active EE | $1,299 | $4,476-71.0% | $6,035-78.5% | $4,299-69.8% |
| Admin fee / account holder | $9,612 | $8,221+16.9% | $12,695-24.3% | $6,924+38.8% |