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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 | $70,060 | $72,272-3.1% | $101,264-30.8% | $79,858-12.3% |
| Participation rate | 11.5% | 68.5%-56.9pp | 75.8%-64.3pp | 69.6%-58.1pp |
| Annual return | 10.87% | 22.30%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $944 | $2,692-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $1,069 | $3,282-67.4% | $4,370-75.5% | $3,740-71.4% |
| Admin fee / account holder | $4,559 | $4,401+3.6% | $5,947-23.3% | $5,306-14.1% |