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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 | $95,464 | $90,538+5.4% | $88,457+7.9% | $154,746-38.3% |
| Participation rate | 50.0% | 80.9%-30.9pp | 78.6%-28.6pp | 80.7%-30.7pp |
| Annual return | 17.01% | 37.97%-21.0pp | 32.69%-15.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,151 | $4,914-76.6% | $4,681-75.4% | $4,379-73.7% |
| Participant deferral / active EE | $1,127 | $6,073-81.4% | $5,667-80.1% | $6,730-83.3% |
| Admin fee / account holder | $600 | $10,337-94.2% | $9,606-93.8% | $14,365-95.8% |