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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 | $85,517 | $103,393-17.3% | $87,103-1.8% | $152,909-44.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 22.66% | 28.10%-5.4pp | 28.19%-5.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,048 | $3,221-67.5% | $2,521-58.4% | $4,764-78.0% |
| Participant deferral / active EE | $1,252 | $4,778-73.8% | $4,049-69.1% | $5,851-78.6% |
| Admin fee / account holder | $487 | $12,195-96.0% | $7,491-93.5% | $11,601-95.8% |