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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 | $80,948 | $76,407+5.9% | $150,298-46.1% | $82,448-1.8% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 17.19% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,085 | $2,614-58.5% | $4,154-73.9% | $2,551-57.4% |
| Participant deferral / active EE | $234 | $3,214-92.7% | $5,453-95.7% | $4,139-94.3% |
| Admin fee / account holder | $584 | $6,352-90.8% | $14,116-95.9% | $7,234-91.9% |