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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 | $72,097 | $115,225-37.4% | $100,712-28.4% | $138,895-48.1% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 13.20% | 40.35%-27.2pp | 33.27%-20.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,158 | $2,771-58.2% | $2,313-49.9% | $4,194-72.4% |
| Participant deferral / active EE | $1,158 | $4,699-75.4% | $4,085-71.7% | $6,396-81.9% |
| Admin fee / account holder | $806 | $10,844-92.6% | $9,256-91.3% | $12,562-93.6% |