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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 | $146,267-44.9% | $197,124-59.1% | $82,448-2.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 86.7%-20.0pp | 68.1%-1.4pp |
| Annual return | 14.56% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,750 | $4,723-62.9% | $6,227-71.9% | $2,551-31.4% |
| Participant deferral / active EE | $2,704 | $7,035-61.6% | $9,135-70.4% | $4,139-34.7% |
| Admin fee / account holder | $569 | $14,422-96.1% | $16,298-96.5% | $7,234-92.1% |