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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 | $78,850 | $106,749-26.1% | $145,433-45.8% | $82,448-4.4% |
| Participation rate | 29.5% | 75.6%-46.2pp | 82.1%-52.6pp | 68.1%-38.6pp |
| Annual return | 20.05% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $727 | $3,444-78.9% | $4,554-84.0% | $2,551-71.5% |
| Participant deferral / active EE | $1,877 | $6,519-71.2% | $7,897-76.2% | $4,139-54.6% |
| Admin fee / account holder | $2,467 | $8,390-70.6% | $13,129-81.2% | $7,234-65.9% |