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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 | $83,457 | $111,814-25.4% | $103,378-19.3% | $145,978-42.8% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 11.26% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,418 | $4,215-66.4% | $3,870-63.4% | $4,662-69.6% |
| Participant deferral / active EE | $1,451 | $5,618-74.2% | $5,058-71.3% | $6,690-78.3% |
| Admin fee / account holder | $4,496 | $9,764-54.0% | $8,401-46.5% | $13,400-66.5% |