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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 | $88,544 | $199,109-55.5% | $173,730-49.0% | $154,746-42.8% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 14.44% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,194 | $5,311-77.5% | $4,577-73.9% | $4,379-72.7% |
| Participant deferral / active EE | $1,913 | $7,113-73.1% | $6,326-69.8% | $6,730-71.6% |
| Admin fee / account holder | $646 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |