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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 | $91,773 | $64,359+42.6% | $90,161+1.8% | $70,126+30.9% |
| Participation rate | 26.8% | 70.4%-43.6pp | 76.9%-50.1pp | 69.5%-42.7pp |
| Annual return | 16.48% | 28.13%-11.7pp | 34.89%-18.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $966 | $2,046-52.8% | $3,318-70.9% | $2,343-58.8% |
| Participant deferral / active EE | $1,642 | $4,389-62.6% | $5,287-69.0% | $3,332-50.7% |
| Admin fee / account holder | $1,074 | $3,945-72.8% | $5,943-81.9% | $4,645-76.9% |