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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 | $80,541 | $145,431-44.6% | $211,142-61.9% | $87,485-7.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 87.3%-20.6pp | 68.9%-2.3pp |
| Annual return | 14.56% | 27.21%-12.6pp | 46.84%-32.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,750 | $4,662-62.5% | $6,442-72.8% | $2,596-32.6% |
| Participant deferral / active EE | $2,704 | $6,859-60.6% | $9,284-70.9% | $4,274-36.7% |
| Admin fee / account holder | $569 | $17,052-96.7% | $19,076-97.0% | $7,775-92.7% |