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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 | $63,561 | $63,365+0.3% | $91,994-30.9% | $72,975-12.9% |
| Participation rate | 32.2% | 72.5%-40.3pp | 78.6%-46.4pp | 69.5%-37.3pp |
| Annual return | 20.57% | 35.35%-14.8pp | 69.04%-48.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,119 | $2,116-47.1% | $3,453-67.6% | $2,440-54.2% |
| Participant deferral / active EE | $1,863 | $4,883-61.9% | $5,924-68.6% | $3,608-48.4% |
| Admin fee / account holder | $1,493 | $4,670-68.0% | $7,744-80.7% | $5,124-70.9% |