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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 | $76,402 | $63,365+20.6% | $91,994-16.9% | $72,976+4.7% |
| Participation rate | 29.1% | 72.5%-43.4pp | 78.6%-49.5pp | 69.5%-40.4pp |
| Annual return | 20.60% | 35.35%-14.8pp | 69.04%-48.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,071 | $2,116-49.4% | $3,453-69.0% | $2,440-56.1% |
| Participant deferral / active EE | $1,445 | $4,883-70.4% | $5,924-75.6% | $3,608-59.9% |
| Admin fee / account holder | $3,372 | $4,670-27.8% | $7,744-56.5% | $5,124-34.2% |