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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 | $90,530 | $135,956-33.4% | $123,894-26.9% | $273,972-67.0% |
| Participation rate | 17.6% | 84.1%-66.4pp | 81.4%-63.8pp | 83.0%-65.4pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,219 | $5,170-76.4% | $4,617-73.6% | $4,869-75.0% |
| Participant deferral / active EE | $1,702 | $6,343-73.2% | $5,984-71.6% | $5,287-67.8% |
| Admin fee / account holder | $892 | $9,817-90.9% | $8,357-89.3% | $10,133-91.2% |