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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 | $82,688 | $78,670+5.1% | $109,173-24.3% | $85,847-3.7% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 12.71% | 25.09%-12.4pp | 25.75%-13.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $962 | $2,734-64.8% | $3,723-74.2% | $2,565-62.5% |
| Participant deferral / active EE | $1,408 | $3,467-59.4% | $4,654-69.7% | $3,952-64.4% |
| Admin fee / account holder | $664 | $5,469-87.9% | $6,755-90.2% | $6,261-89.4% |