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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 | $65,598 | $199,109-67.1% | $173,730-62.2% | $154,746-57.6% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.6%-34.1pp | 80.7%-35.2pp |
| Annual return | 13.78% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,186 | $5,311-77.7% | $4,577-74.1% | $4,379-72.9% |
| Participant deferral / active EE | $1,556 | $7,113-78.1% | $6,326-75.4% | $6,730-76.9% |
| Admin fee / account holder | $383 | $20,916-98.2% | $17,523-97.8% | $14,365-97.3% |