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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 | $90,313 | $93,598-3.5% | $135,974-33.6% | $75,173+20.1% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 22.81% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $1,062 | $3,538-70.0% | $4,859-78.1% | $2,671-60.2% |
| Participant deferral / active EE | $1,232 | $6,405-80.8% | $7,760-84.1% | $4,126-70.2% |
| Admin fee / account holder | $1,477 | $6,978-78.8% | $10,767-86.3% | $5,651-73.9% |