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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 | $93,047 | $89,259+4.2% | $107,187-13.2% | $82,637+12.6% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 22.31% | 21.02%+1.3pp | 204.55%-182.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $815 | $3,080-73.5% | $3,782-78.5% | $2,552-68.1% |
| Participant deferral / active EE | $1,312 | $4,037-67.5% | $5,096-74.2% | $4,126-68.2% |
| Admin fee / account holder | $1,050 | $7,381-85.8% | $9,162-88.5% | $7,339-85.7% |