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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 | $87,937 | $97,648-9.9% | $121,663-27.7% | $87,485+0.5% |
| Participation rate | 34.5% | 70.5%-36.0pp | 74.5%-40.0pp | 68.9%-34.4pp |
| Annual return | 15.66% | 18.03%-2.4pp | 147.54%-131.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,283 | $2,300-44.2% | $3,020-57.5% | $2,596-50.6% |
| Participant deferral / active EE | $1,646 | $3,923-58.0% | $4,887-66.3% | $4,274-61.5% |
| Admin fee / account holder | $971 | $11,100-91.3% | $14,289-93.2% | $7,775-87.5% |