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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 | $113,403 | $97,550+16.3% | $120,344-5.8% | $87,485+29.6% |
| Participation rate | 31.1% | 72.8%-41.7pp | 76.7%-45.6pp | 68.9%-37.8pp |
| Annual return | 12.98% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $667 | $2,291-70.9% | $3,020-77.9% | $2,596-74.3% |
| Participant deferral / active EE | $982 | $4,230-76.8% | $5,135-80.9% | $4,274-77.0% |
| Admin fee / account holder | $3,768 | $9,543-60.5% | $12,742-70.4% | $7,775-51.5% |