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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 | $92,286 | $93,617-1.4% | $135,982-32.1% | $75,177+22.8% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.4pp | 67.2%-13.6pp |
| Annual return | 21.73% | 30.89%-9.2pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,423 | $3,538-59.8% | $4,859-70.7% | $2,671-46.7% |
| Participant deferral / active EE | $2,441 | $6,406-61.9% | $7,760-68.5% | $4,126-40.8% |
| Admin fee / account holder | $690 | $6,980-90.1% | $10,767-93.6% | $5,651-87.8% |