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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 | $76,439 | $106,236-28.0% | $96,496-20.8% | $139,427-45.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 19.02% | 38.43%-19.4pp | 35.70%-16.7pp | 373.27%-354.2pp |
| Employer contribution / active EE | $831 | $4,104-79.7% | $3,738-77.8% | $4,752-82.5% |
| Participant deferral / active EE | $901 | $5,455-83.5% | $4,879-81.5% | $6,711-86.6% |
| Admin fee / account holder | $2,842 | $7,879-63.9% | $6,731-57.8% | $11,404-75.1% |