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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 | $64,698 | $80,731-19.9% | $103,378-37.4% | $74,400-13.0% |
| Participation rate | 28.0% | 65.7%-37.7pp | 74.5%-46.5pp | 67.2%-39.2pp |
| Annual return | 13.91% | 27.56%-13.6pp | 24.91%-11.0pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $955 | $3,159-69.8% | $3,870-75.3% | $2,624-63.6% |
| Participant deferral / active EE | $1,565 | $3,862-59.5% | $5,058-69.1% | $4,348-64.0% |
| Admin fee / account holder | $877 | $2,369-63.0% | $8,401-89.6% | $1,944-54.9% |