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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 | $95,453-8.6% | $112,040-22.1% | $82,448+5.8% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 16.69% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,048 | $2,318-54.8% | $2,954-64.5% | $2,551-58.9% |
| Participant deferral / active EE | $1,870 | $4,224-55.7% | $5,098-63.3% | $4,139-54.8% |
| Admin fee / account holder | $5,007 | $9,013-44.4% | $12,098-58.6% | $7,234-30.8% |