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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 | $107,285 | $86,919+23.4% | $102,457+4.7% | $80,911+32.6% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 15.75% | 18.90%-3.1pp | 29.41%-13.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $800 | $2,368-66.2% | $3,022-73.5% | $2,756-71.0% |
| Participant deferral / active EE | $901 | $4,119-78.1% | $5,054-82.2% | $4,297-79.0% |
| Admin fee / account holder | $2,679 | $8,049-66.7% | $9,451-71.7% | $6,935-61.4% |