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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 | $88,377 | $71,230+24.1% | $93,727-5.7% | $80,959+9.2% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.7%-45.4pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $417 | $1,565-73.4% | $2,421-82.8% | $2,757-84.9% |
| Participant deferral / active EE | $746 | $4,037-81.5% | $4,417-83.1% | $4,300-82.7% |
| Admin fee / account holder | $2,252 | $6,961-67.7% | $8,292-72.8% | $6,925-67.5% |