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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 | $80,383 | $94,031-14.5% | $115,768-30.6% | $82,448-2.5% |
| Participation rate | 59.4% | 70.4%-11.0pp | 74.4%-15.0pp | 68.1%-8.7pp |
| Annual return | 18.79% | 20.61%-1.8pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,385 | $2,323-40.4% | $2,940-52.9% | $2,551-45.7% |
| Participant deferral / active EE | $1,454 | $3,972-63.4% | $4,917-70.4% | $4,139-64.9% |
| Admin fee / account holder | $1,367 | $10,249-86.7% | $12,439-89.0% | $7,234-81.1% |