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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 | $69,446 | $118,488-41.4% | $98,462-29.5% | $139,487-50.2% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 12.65% | 18.96%-6.3pp | 21.17%-8.5pp | 373.84%-361.2pp |
| Employer contribution / active EE | $4,917 | $3,611+36.2% | $3,049+61.3% | $4,755+3.4% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $864 | $13,868-93.8% | $8,875-90.3% | $11,407-92.4% |