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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 | $89,819 | $96,524-6.9% | $75,900+18.3% | $152,909-41.3% |
| Participation rate | 40.9% | 76.2%-35.3pp | 69.3%-28.4pp | 82.5%-41.5pp |
| Annual return | 18.81% | 33.93%-15.1pp | 30.73%-11.9pp | 345.46%-326.7pp |
| Employer contribution / active EE | $619 | $3,311-81.3% | $2,501-75.3% | $4,764-87.0% |
| Participant deferral / active EE | $714 | $4,554-84.3% | $3,604-80.2% | $5,851-87.8% |
| Admin fee / account holder | $1,482 | $8,082-81.7% | $5,421-72.7% | $11,601-87.2% |