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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 | $81,280 | $94,031-13.6% | $115,768-29.8% | $82,448-1.4% |
| Participation rate | 45.9% | 70.4%-24.5pp | 74.4%-28.4pp | 68.1%-22.1pp |
| Annual return | 14.89% | 20.61%-5.7pp | 100.46%-85.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $990 | $2,323-57.4% | $2,940-66.3% | $2,551-61.2% |
| Participant deferral / active EE | $1,536 | $3,972-61.3% | $4,917-68.8% | $4,139-62.9% |
| Admin fee / account holder | $4,521 | $10,249-55.9% | $12,439-63.7% | $7,234-37.5% |