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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 | $78,352 | $78,428-0.1% | $95,960-18.3% | $79,852-1.9% |
| Participation rate | 35.1% | 73.5%-38.4pp | 77.1%-41.9pp | 69.6%-34.5pp |
| Annual return | 11.16% | 19.37%-8.2pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $504 | $1,945-74.1% | $2,541-80.2% | $2,471-79.6% |
| Participant deferral / active EE | $1,161 | $3,440-66.3% | $4,167-72.1% | $3,740-69.0% |
| Admin fee / account holder | $2,681 | $5,622-52.3% | $6,797-60.6% | $5,306-49.5% |