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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 | $100,946 | $81,504+23.9% | $102,437-1.5% | $80,959+24.7% |
| Participation rate | 24.3% | 66.9%-42.6pp | 74.5%-50.2pp | 67.7%-43.4pp |
| Annual return | 14.55% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,160 | $3,104-62.6% | $3,871-70.0% | $2,757-57.9% |
| Participant deferral / active EE | $1,214 | $3,871-68.6% | $5,060-76.0% | $4,300-71.8% |
| Admin fee / account holder | $515 | $6,719-92.3% | $8,388-93.9% | $6,925-92.6% |