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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 | $71,523 | $123,155-41.9% | $108,753-34.2% | $155,188-53.9% |
| Participation rate | 43.8% | 75.6%-31.9pp | 71.1%-27.3pp | 80.8%-37.1pp |
| Annual return | 16.50% | 44.73%-28.2pp | 37.47%-21.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $760 | $2,811-73.0% | $2,427-68.7% | $4,248-82.1% |
| Participant deferral / active EE | $1,152 | $4,623-75.1% | $4,115-72.0% | $6,531-82.4% |
| Admin fee / account holder | $631 | $12,126-94.8% | $10,320-93.9% | $14,480-95.6% |