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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 | $98,839 | $69,977+41.2% | $108,582-9.0% | $62,881+57.2% |
| Participation rate | 39.8% | 72.9%-33.1pp | 79.6%-39.8pp | 69.3%-29.5pp |
| Annual return | 5.25% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $471 | $2,135-77.9% | $3,758-87.5% | $2,281-79.4% |
| Participant deferral / active EE | $1,203 | $3,165-62.0% | $4,311-72.1% | $3,203-62.4% |
| Admin fee / account holder | $3,888 | $5,076-23.4% | $7,645-49.1% | $4,296-9.5% |