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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 | $83,385 | $95,404-12.6% | $113,397-26.5% | $82,637+0.9% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.5%-45.7pp | 68.1%-37.3pp |
| Annual return | 16.80% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,103 | $2,307-52.2% | $2,977-63.0% | $2,552-56.8% |
| Participant deferral / active EE | $1,719 | $4,220-59.3% | $5,076-66.1% | $4,126-58.3% |
| Admin fee / account holder | $1,864 | $9,168-79.7% | $11,957-84.4% | $7,339-74.6% |