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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 | $87,748 | $80,748+8.7% | $102,383-14.3% | $74,429+17.9% |
| Participation rate | 14.7% | 65.7%-51.0pp | 74.5%-59.8pp | 67.2%-52.5pp |
| Annual return | 12.47% | 27.57%-15.1pp | 24.94%-12.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,059 | $3,159-66.5% | $3,870-72.6% | $2,625-59.7% |
| Participant deferral / active EE | $766 | $3,861-80.2% | $5,060-84.9% | $4,348-82.4% |
| Admin fee / account holder | $3,059 | $2,371+29.0% | $8,391-63.6% | $1,944+57.3% |