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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 | $76,119 | $81,504-6.6% | $102,437-25.7% | $80,959-6.0% |
| Participation rate | 25.0% | 66.9%-41.9pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 17.42% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,174 | $3,104-62.2% | $3,871-69.7% | $2,757-57.4% |
| Participant deferral / active EE | $1,180 | $3,871-69.5% | $5,060-76.7% | $4,300-72.6% |
| Admin fee / account holder | $2,867 | $6,719-57.3% | $8,388-65.8% | $6,925-58.6% |