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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 | $77,894 | $110,212-29.3% | $96,534-19.3% | $139,466-44.1% |
| Participation rate | 69.6% | 78.1%-8.6pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 15.18% | 26.42%-11.2pp | 25.88%-10.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,087 | $3,620-70.0% | $2,965-63.3% | $4,754-77.1% |
| Participant deferral / active EE | $1,130 | $5,547-79.6% | $4,851-76.7% | $6,712-83.2% |
| Admin fee / account holder | $8,735 | $11,599-24.7% | $8,253+5.8% | $11,409-23.4% |