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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 | $66,332 | $80,748-17.9% | $102,383-35.2% | $74,429-10.9% |
| Participation rate | 17.9% | 65.7%-47.7pp | 74.5%-56.6pp | 67.2%-49.3pp |
| Annual return | 11.70% | 27.57%-15.9pp | 24.94%-13.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $799 | $3,159-74.7% | $3,870-79.3% | $2,625-69.5% |
| Participant deferral / active EE | $1,362 | $3,861-64.7% | $5,060-73.1% | $4,348-68.7% |
| Admin fee / account holder | $4,411 | $2,371+86.1% | $8,391-47.4% | $1,944+126.9% |