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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 | $88,931 | $211,105-57.9% | $178,449-50.2% | $145,978-39.1% |
| Participation rate | 47.4% | 80.8%-33.4pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 29.52% | 30.19%-0.7pp | 27.09%+2.4pp | 550.52%-521.0pp |
| Employer contribution / active EE | $729 | $4,569-84.0% | $3,951-81.5% | $4,662-84.4% |
| Participant deferral / active EE | $735 | $6,959-89.4% | $6,277-88.3% | $6,690-89.0% |
| Admin fee / account holder | $11,467 | $12,017-4.6% | $10,362+10.7% | $13,400-14.4% |