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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 | $114,593 | $67,602+69.5% | $82,312+39.2% | $70,126+63.4% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 14.61% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $638 | $1,755-63.6% | $2,428-73.7% | $2,343-72.8% |
| Participant deferral / active EE | $1,248 | $2,987-58.2% | $3,706-66.3% | $3,332-62.5% |
| Admin fee / account holder | $2,509 | $4,512-44.4% | $5,608-55.3% | $4,645-46.0% |