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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 | $112,729-36.6% | $98,716-27.5% | $137,256-47.9% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.3%-25.5pp | 80.0%-36.2pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $732 | $2,725-73.1% | $2,279-67.9% | $4,156-82.4% |
| Participant deferral / active EE | $1,107 | $4,640-76.1% | $4,048-72.6% | $6,407-82.7% |
| Admin fee / account holder | $631 | $10,129-93.8% | $8,703-92.7% | $12,270-94.9% |