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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 | $67,806 | $87,733-22.7% | $106,555-36.4% | $85,847-21.0% |
| Participation rate | 31.3% | 71.9%-40.6pp | 76.1%-44.8pp | 69.3%-38.0pp |
| Annual return | 13.82% | 21.86%-8.0pp | 26.80%-13.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $477 | $2,073-77.0% | $2,819-83.1% | $2,565-81.4% |
| Participant deferral / active EE | $1,109 | $3,469-68.0% | $4,399-74.8% | $3,952-71.9% |
| Admin fee / account holder | $4,214 | $6,767-37.7% | $7,408-43.1% | $6,261-32.7% |