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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 | $74,232 | $110,410-32.8% | $102,437-27.5% | $145,897-49.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.20% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,258 | $4,217-70.2% | $3,871-67.5% | $4,663-73.0% |
| Participant deferral / active EE | $1,258 | $5,622-77.6% | $5,060-75.1% | $6,689-81.2% |
| Admin fee / account holder | $666 | $9,745-93.2% | $8,388-92.1% | $13,390-95.0% |