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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 | $81,862 | $78,197+4.7% | $98,090-16.5% | $82,637-0.9% |
| Participation rate | 33.3% | 77.5%-44.1pp | 81.5%-48.2pp | 68.1%-34.7pp |
| Annual return | 17.55% | 40.25%-22.7pp | 37.05%-19.5pp | 53.51%-36.0pp |
| Employer contribution / active EE | $652 | $2,605-74.9% | $3,606-81.9% | $2,552-74.4% |
| Participant deferral / active EE | $2,247 | $6,636-66.1% | $7,845-71.4% | $4,126-45.5% |
| Admin fee / account holder | $476 | $14,832-96.8% | $11,815-96.0% | $7,339-93.5% |