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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 | $88,811 | $124,980-28.9% | $108,359-18.0% | $154,746-42.6% |
| Participation rate | 58.8% | 75.2%-16.3pp | 70.1%-11.3pp | 80.7%-21.9pp |
| Annual return | 14.81% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,521 | $2,851+23.5% | $2,399+46.8% | $4,379-19.6% |
| Participant deferral / active EE | $824 | $4,743-82.6% | $4,137-80.1% | $6,730-87.8% |
| Admin fee / account holder | $2,905 | $11,502-74.7% | $9,741-70.2% | $14,365-79.8% |