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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 | $88,053 | $93,598-5.9% | $135,974-35.2% | $75,173+17.1% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 16.35% | 30.89%-14.5pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,392 | $3,538-60.6% | $4,859-71.3% | $2,671-47.9% |
| Participant deferral / active EE | $2,480 | $6,405-61.3% | $7,760-68.0% | $4,126-39.9% |
| Admin fee / account holder | $1,548 | $6,978-77.8% | $10,767-85.6% | $5,651-72.6% |