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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 | $89,951 | $112,729-20.2% | $98,716-8.9% | $137,256-34.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.11% | 38.48%-27.4pp | 31.81%-20.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $860 | $2,725-68.5% | $2,279-62.3% | $4,156-79.3% |
| Participant deferral / active EE | $860 | $4,640-81.5% | $4,048-78.8% | $6,407-86.6% |
| Admin fee / account holder | $598 | $10,129-94.1% | $8,703-93.1% | $12,270-95.1% |