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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 | $143,689 | $106,749+34.6% | $145,433-1.2% | $82,448+74.3% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 18.77% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $710 | $3,444-79.4% | $4,554-84.4% | $2,551-72.2% |
| Participant deferral / active EE | $1,612 | $6,519-75.3% | $7,897-79.6% | $4,139-61.1% |
| Admin fee / account holder | $2,172 | $8,390-74.1% | $13,129-83.5% | $7,234-70.0% |