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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 | $73,773 | $102,609-28.1% | $98,090-24.8% | $138,895-46.9% |
| Participation rate | 30.0% | 82.8%-52.8pp | 81.5%-51.5pp | 79.9%-49.9pp |
| Annual return | 15.76% | 36.44%-20.7pp | 37.05%-21.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $855 | $3,867-77.9% | $3,606-76.3% | $4,194-79.6% |
| Participant deferral / active EE | $2,021 | $8,167-75.3% | $7,845-74.2% | $6,396-68.4% |
| Admin fee / account holder | $2,834 | $11,434-75.2% | $11,815-76.0% | $12,562-77.4% |