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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 | $77,506 | $94,031-17.6% | $115,768-33.1% | $82,448-6.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 18.17% | 20.61%-2.4pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $947 | $2,323-59.2% | $2,940-67.8% | $2,551-62.9% |
| Participant deferral / active EE | $1,570 | $3,972-60.5% | $4,917-68.1% | $4,139-62.1% |
| Admin fee / account holder | $873 | $10,249-91.5% | $12,439-93.0% | $7,234-87.9% |