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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 | $94,255 | $68,878+36.8% | $120,574-21.8% | $80,935+16.5% |
| Participation rate | 22.9% | 61.7%-38.8pp | 71.9%-49.1pp | 67.7%-44.8pp |
| Annual return | 26.51% | 23.67%+2.8pp | 107.42%-80.9pp | 35.66%-9.1pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $413 | $3,189-87.0% | $4,996-91.7% | $4,299-90.4% |
| Admin fee / account holder | $7,120 | $5,782+23.2% | $9,445-24.6% | $6,924+2.8% |