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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 | $98,066 | $184,014-46.7% | $161,149-39.1% | $138,895-29.4% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.8%-10.1pp | 79.9%-11.2pp |
| Annual return | 12.39% | 21.52%-9.1pp | 21.16%-8.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,583 | $5,055-68.7% | $4,360-63.7% | $4,194-62.3% |
| Participant deferral / active EE | $1,935 | $6,909-72.0% | $6,153-68.6% | $6,396-69.8% |
| Admin fee / account holder | $2,787 | $18,027-84.5% | $15,194-81.7% | $12,562-77.8% |