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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 | $106,864+34.5% | $147,318-2.5% | $82,637+73.9% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.1%-20.5pp | 68.1%-6.5pp |
| Annual return | 18.77% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $710 | $3,417-79.2% | $4,593-84.5% | $2,552-72.2% |
| Participant deferral / active EE | $1,612 | $6,496-75.2% | $7,906-79.6% | $4,126-60.9% |
| Admin fee / account holder | $2,172 | $8,415-74.2% | $13,708-84.2% | $7,339-70.4% |