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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 | $81,457+23.9% | $103,378-2.4% | $80,911+24.8% |
| Participation rate | 24.3% | 66.8%-42.6pp | 74.5%-50.2pp | 67.6%-43.4pp |
| Annual return | 14.55% | 25.58%-11.0pp | 24.91%-10.4pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,160 | $3,107-62.7% | $3,870-70.0% | $2,756-57.9% |
| Participant deferral / active EE | $1,214 | $3,871-68.6% | $5,058-76.0% | $4,297-71.8% |
| Admin fee / account holder | $515 | $6,717-92.3% | $8,401-93.9% | $6,935-92.6% |