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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 | $65,628 | $127,386-48.5% | $115,037-43.0% | $125,388-47.7% |
| Participation rate | 27.3% | 84.2%-56.9pp | 81.4%-54.1pp | 83.2%-55.9pp |
| Annual return | 1.38% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $964 | $5,166-81.3% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $1,636 | $6,423-74.5% | $6,026-72.8% | $5,352-69.4% |
| Admin fee / account holder | $618 | $9,516-93.5% | $8,175-92.4% | $9,541-93.5% |