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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 | $73,952 | $154,228-52.1% | $145,433-49.2% | $137,256-46.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,111 | $4,804-76.9% | $4,554-75.6% | $4,156-73.3% |
| Participant deferral / active EE | $492 | $8,216-94.0% | $7,897-93.8% | $6,407-92.3% |
| Admin fee / account holder | $1,024 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |