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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 | $91,332 | $80,985+12.8% | $96,576-5.4% | $75,181+21.5% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 15.49% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,768 | $2,282-22.6% | $2,965-40.4% | $2,671-33.8% |
| Participant deferral / active EE | $1,768 | $3,929-55.0% | $4,851-63.6% | $4,126-57.2% |
| Admin fee / account holder | $350 | $6,719-94.8% | $8,253-95.8% | $5,650-93.8% |