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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 | $66,771 | $199,109-66.5% | $173,730-61.6% | $154,746-56.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 18.69% | 20.02%-1.3pp | 19.96%-1.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,638 | $5,311-69.2% | $4,577-64.2% | $4,379-62.6% |
| Participant deferral / active EE | $1,997 | $7,113-71.9% | $6,326-68.4% | $6,730-70.3% |
| Admin fee / account holder | $472 | $20,916-97.7% | $17,523-97.3% | $14,365-96.7% |