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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 | $74,165 | $127,387-41.8% | $115,038-35.5% | $125,389-40.9% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | 0.62% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,231 | $5,166-76.2% | $4,608-73.3% | $4,866-74.7% |
| Participant deferral / active EE | $1,708 | $6,423-73.4% | $6,026-71.7% | $5,352-68.1% |
| Admin fee / account holder | $1,703 | $9,516-82.1% | $8,175-79.2% | $9,541-82.2% |