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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 | $69,552 | $201,344-65.5% | $184,243-62.3% | $145,877-52.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.69% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,620 | $7,022-76.9% | $6,427-74.8% | $4,663-65.3% |
| Participant deferral / active EE | $2,158 | $9,807-78.0% | $9,132-76.4% | $6,691-67.7% |
| Admin fee / account holder | $637 | $16,382-96.1% | $13,914-95.4% | $13,402-95.2% |