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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 | $113,092 | $77,574+45.8% | $108,753+4.0% | $86,983+30.0% |
| Participation rate | 32.8% | 62.3%-29.5pp | 71.1%-38.3pp | 69.5%-36.8pp |
| Annual return | 16.16% | 18.42%-2.3pp | 37.47%-21.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $793 | $1,611-50.7% | $2,427-67.3% | $2,584-69.3% |
| Participant deferral / active EE | $986 | $3,128-68.5% | $4,115-76.0% | $4,194-76.5% |
| Admin fee / account holder | $2,427 | $6,529-62.8% | $10,320-76.5% | $7,856-69.1% |