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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 | $66,890 | $93,598-28.5% | $135,974-50.8% | $75,173-11.0% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 20.27% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.5pp |
| Employer contribution / active EE | $823 | $3,538-76.7% | $4,859-83.1% | $2,671-69.2% |
| Participant deferral / active EE | $2,490 | $6,405-61.1% | $7,760-67.9% | $4,126-39.7% |
| Admin fee / account holder | $1,080 | $6,978-84.5% | $10,767-90.0% | $5,651-80.9% |