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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 | $87,227 | $100,194-12.9% | $122,979-29.1% | $86,983+0.3% |
| Participation rate | 63.0% | 73.0%-10.0pp | 77.2%-14.2pp | 69.5%-6.6pp |
| Annual return | 16.69% | 16.47%+0.2pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,048 | $2,326-54.9% | $3,062-65.8% | $2,584-59.5% |
| Participant deferral / active EE | $1,870 | $4,133-54.8% | $5,003-62.6% | $4,194-55.4% |
| Admin fee / account holder | $5,007 | $10,148-50.7% | $12,864-61.1% | $7,856-36.3% |