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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 | $60,896 | $80,983-24.8% | $96,544-36.9% | $75,177-19.0% |
| Participation rate | 29.5% | 71.8%-42.3pp | 76.0%-46.5pp | 67.2%-37.7pp |
| Annual return | 25.31% | 27.05%-1.7pp | 25.88%-0.6pp | 160.75%-135.4pp |
| Employer contribution / active EE | $839 | $2,282-63.3% | $2,966-71.7% | $2,671-68.6% |
| Participant deferral / active EE | $1,772 | $3,929-54.9% | $4,851-63.5% | $4,126-57.0% |
| Admin fee / account holder | $561 | $6,717-91.7% | $8,254-93.2% | $5,651-90.1% |