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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 | $213,785-69.3% | $185,441-64.6% | $155,188-57.7% |
| Participation rate | 45.5% | 83.2%-37.8pp | 80.3%-34.8pp | 80.8%-35.3pp |
| Annual return | 13.78% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,186 | $5,393-78.0% | $4,672-74.6% | $4,248-72.1% |
| Participant deferral / active EE | $1,556 | $6,864-77.3% | $6,152-74.7% | $6,531-76.2% |
| Admin fee / account holder | $383 | $21,134-98.2% | $17,890-97.9% | $14,480-97.4% |