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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 | $67,414 | $209,336-67.8% | $197,124-65.8% | $137,256-50.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.04% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,550 | $6,591-76.5% | $6,227-75.1% | $4,156-62.7% |
| Participant deferral / active EE | $1,553 | $9,614-83.8% | $9,135-83.0% | $6,407-75.8% |
| Admin fee / account holder | $1,001 | $17,308-94.2% | $16,298-93.9% | $12,270-91.8% |