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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 | $79,969 | $138,366-42.2% | $184,185-56.6% | $80,911-1.2% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.6%-2.3pp |
| Annual return | 19.54% | 20.02%-0.5pp | 28.81%-9.3pp | 35.63%-16.1pp |
| Employer contribution / active EE | $2,254 | $4,849-53.5% | $6,426-64.9% | $2,756-18.2% |
| Participant deferral / active EE | $3,028 | $7,074-57.2% | $9,132-66.8% | $4,297-29.5% |
| Admin fee / account holder | $10,264 | $10,484-2.1% | $13,909-26.2% | $6,935+48.0% |