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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 | $77,742 | $99,345-21.7% | $84,753-8.3% | $273,972-71.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.65% | 22.93%-15.3pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,742 | $4,214-34.9% | $3,574-23.3% | $4,869-43.7% |
| Participant deferral / active EE | $759 | $4,270-82.2% | $3,712-79.6% | $5,287-85.6% |
| Admin fee / account holder | $2,453 | $6,645-63.1% | $5,333-54.0% | $10,133-75.8% |