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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 | $64,512 | $161,352-60.0% | $134,172-51.9% | $137,256-53.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 16.12% | 28.72%-12.6pp | 25.30%-9.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $915 | $4,099-77.7% | $3,420-73.2% | $4,156-78.0% |
| Participant deferral / active EE | $934 | $5,552-83.2% | $4,690-80.1% | $6,407-85.4% |
| Admin fee / account holder | $1,013 | $15,028-93.3% | $12,016-91.6% | $12,270-91.7% |