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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 | $76,227 | $54,541+39.8% | $78,778-3.2% | $70,124+8.7% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-10.0pp |
| Annual return | 14.11% | 21.07%-7.0pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $563 | $1,089-48.3% | $1,986-71.7% | $2,342-76.0% |
| Participant deferral / active EE | $826 | $2,210-62.6% | $2,958-72.1% | $3,332-75.2% |
| Admin fee / account holder | $11,258 | $3,709+203.6% | $5,134+119.3% | $4,645+142.3% |