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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 | $86,061 | $103,393-16.8% | $87,103-1.2% | $152,909-43.7% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 19.20% | 28.10%-8.9pp | 28.19%-9.0pp | 345.46%-326.3pp |
| Employer contribution / active EE | $771 | $3,221-76.1% | $2,521-69.4% | $4,764-83.8% |
| Participant deferral / active EE | $1,431 | $4,778-70.0% | $4,049-64.6% | $5,851-75.5% |
| Admin fee / account holder | $1,093 | $12,195-91.0% | $7,491-85.4% | $11,601-90.6% |