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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 | $79,420 | $77,472+2.5% | $100,415-20.9% | $80,959-1.9% |
| Participation rate | 56.9% | 76.9%-20.0pp | 81.5%-24.6pp | 67.7%-10.7pp |
| Annual return | 12.44% | 37.26%-24.8pp | 49.47%-37.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,057 | $2,800-26.6% | $3,943-47.8% | $2,757-25.4% |
| Participant deferral / active EE | $2,631 | $6,818-61.4% | $8,091-67.5% | $4,300-38.8% |
| Admin fee / account holder | $2,519 | $5,885-57.2% | $7,906-68.1% | $6,925-63.6% |