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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 | $106,749-37.4% | $145,433-54.0% | $82,448-18.9% |
| Participation rate | 26.9% | 75.6%-48.7pp | 82.1%-55.2pp | 68.1%-41.1pp |
| Annual return | 21.48% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $871 | $3,444-74.7% | $4,554-80.9% | $2,551-65.9% |
| Participant deferral / active EE | $2,111 | $6,519-67.6% | $7,897-73.3% | $4,139-49.0% |
| Admin fee / account holder | $2,544 | $8,390-69.7% | $13,129-80.6% | $7,234-64.8% |