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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 | $70,817 | $136,860-48.3% | $120,344-41.2% | $154,746-54.2% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 17.82% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,077 | $3,533-41.2% | $3,020-31.2% | $4,379-52.6% |
| Participant deferral / active EE | $1,633 | $5,793-71.8% | $5,135-68.2% | $6,730-75.7% |
| Admin fee / account holder | $3,376 | $15,393-78.1% | $12,742-73.5% | $14,365-76.5% |