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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 | $66,857 | $106,524-37.2% | $152,301-56.1% | $87,485-23.6% |
| Participation rate | 26.9% | 75.8%-48.8pp | 82.4%-55.5pp | 68.9%-42.0pp |
| Annual return | 21.48% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $871 | $3,371-74.2% | $4,624-81.2% | $2,596-66.5% |
| Participant deferral / active EE | $2,111 | $6,525-67.7% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $2,544 | $8,287-69.3% | $14,398-82.3% | $7,775-67.3% |