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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 | $93,202 | $110,307-15.5% | $96,576-3.5% | $139,456-33.2% |
| Participation rate | 30.4% | 78.1%-47.7pp | 76.0%-45.5pp | 80.3%-49.9pp |
| Annual return | 15.73% | 26.40%-10.7pp | 25.87%-10.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $942 | $3,619-74.0% | $2,965-68.2% | $4,753-80.2% |
| Participant deferral / active EE | $1,472 | $5,547-73.5% | $4,851-69.7% | $6,711-78.1% |
| Admin fee / account holder | $1,347 | $11,597-88.4% | $8,253-83.7% | $11,407-88.2% |