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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 | $110,452 | $124,425-11.2% | $112,040-1.4% | $137,256-19.5% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 14.90% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,044 | $3,411-69.4% | $2,954-64.7% | $4,156-74.9% |
| Participant deferral / active EE | $1,561 | $5,718-72.7% | $5,098-69.4% | $6,407-75.6% |
| Admin fee / account holder | $1,177 | $15,207-92.3% | $12,098-90.3% | $12,270-90.4% |