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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 | $86,954 | $106,247-18.2% | $96,515-9.9% | $139,466-37.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 11.73% | 38.47%-26.7pp | 35.73%-24.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,102 | $4,106-73.2% | $3,740-70.5% | $4,754-76.8% |
| Participant deferral / active EE | $1,336 | $5,456-75.5% | $4,880-72.6% | $6,712-80.1% |
| Admin fee / account holder | $936 | $7,885-88.1% | $6,735-86.1% | $11,409-91.8% |