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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 | $83,911 | $126,661-33.8% | $113,397-26.0% | $138,895-39.6% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.5%-11.8pp | 79.9%-15.2pp |
| Annual return | 14.09% | 25.05%-11.0pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,298 | $3,456-62.4% | $2,977-56.4% | $4,194-69.0% |
| Participant deferral / active EE | $1,823 | $5,693-68.0% | $5,076-64.1% | $6,396-71.5% |
| Admin fee / account holder | $3,569 | $14,549-75.5% | $11,957-70.1% | $12,562-71.6% |