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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 | $69,326 | $156,616-55.7% | $133,346-48.0% | $198,609-65.1% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 16.44% | 44.25%-27.8pp | 36.85%-20.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $936 | $3,368-72.2% | $2,853-67.2% | $5,055-81.5% |
| Participant deferral / active EE | $1,626 | $4,920-66.9% | $4,332-62.5% | $6,977-76.7% |
| Admin fee / account holder | $6,703 | $17,468-61.6% | $14,264-53.0% | $19,030-64.8% |