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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 | $107,861 | $87,166+23.7% | $76,735+40.6% | $137,256-21.4% |
| Participation rate | 9.1% | 74.4%-65.3pp | 69.5%-60.4pp | 80.0%-70.9pp |
| Annual return | 18.78% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $643 | $2,904-77.9% | $2,454-73.8% | $4,156-84.5% |
| Participant deferral / active EE | $839 | $4,726-82.3% | $4,088-79.5% | $6,407-86.9% |
| Admin fee / account holder | $665 | $8,403-92.1% | $7,189-90.8% | $12,270-94.6% |