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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 | $83,898 | $162,136-48.3% | $152,301-44.9% | $154,746-45.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.64% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,383 | $4,890-51.3% | $4,624-48.5% | $4,379-45.6% |
| Participant deferral / active EE | $2,031 | $8,341-75.6% | $8,004-74.6% | $6,730-69.8% |
| Admin fee / account holder | $609 | $15,759-96.1% | $14,398-95.8% | $14,365-95.8% |