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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 | $68,694 | $62,583+9.8% | $76,767-10.5% | $64,173+7.0% |
| Participation rate | 31.6% | 72.8%-41.2pp | 77.0%-45.3pp | 69.6%-37.9pp |
| Annual return | 11.39% | -1.95%+13.3pp | 2.43%+9.0pp | 7.63%+3.8pp |
| Employer contribution / active EE | $928 | $1,832-49.4% | $2,485-62.7% | $2,381-61.0% |
| Participant deferral / active EE | $1,338 | $3,145-57.5% | $3,852-65.3% | $3,470-61.4% |
| Admin fee / account holder | $14,084 | $4,667+201.8% | $6,675+111.0% | $4,887+188.2% |