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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 | $87,470 | $209,336-58.2% | $197,124-55.6% | $137,256-36.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.39% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,662 | $6,591-74.8% | $6,227-73.3% | $4,156-60.0% |
| Participant deferral / active EE | $2,219 | $9,614-76.9% | $9,135-75.7% | $6,407-65.4% |
| Admin fee / account holder | $584 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |