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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 | $64,883 | $126,661-48.8% | $113,397-42.8% | $138,895-53.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 15.32% | 25.05%-9.7pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,158 | $3,456-66.5% | $2,977-61.1% | $4,194-72.4% |
| Participant deferral / active EE | $1,460 | $5,693-74.4% | $5,076-71.2% | $6,396-77.2% |
| Admin fee / account holder | $1,037 | $14,549-92.9% | $11,957-91.3% | $12,562-91.7% |