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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 | $99,579 | $101,795-2.2% | $165,100-39.7% | $80,959+23.0% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 16.76% | 16.73%0pp | 70.21%-53.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,447 | $2,954-51.0% | $4,348-66.7% | $2,757-47.5% |
| Participant deferral / active EE | $1,883 | $4,476-57.9% | $6,035-68.8% | $4,300-56.2% |
| Admin fee / account holder | $901 | $8,221-89.0% | $12,696-92.9% | $6,925-87.0% |