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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 | $67,394 | $81,457-17.3% | $103,378-34.8% | $80,911-16.7% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 13.45% | 25.58%-12.1pp | 24.91%-11.5pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,610 | $3,107-48.2% | $3,870-58.4% | $2,756-41.6% |
| Participant deferral / active EE | $1,507 | $3,871-61.1% | $5,058-70.2% | $4,297-64.9% |
| Admin fee / account holder | $1,737 | $6,717-74.1% | $8,401-79.3% | $6,935-75.0% |