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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 | $77,814+4.0% | $158,223-48.8% | $86,983-6.9% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 17.19% | 30.54%-13.3pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,085 | $2,592-58.1% | $4,109-73.6% | $2,584-58.0% |
| Participant deferral / active EE | $234 | $3,270-92.8% | $5,467-95.7% | $4,194-94.4% |
| Admin fee / account holder | $584 | $5,879-90.1% | $16,047-96.4% | $7,856-92.6% |