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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 | $67,048 | $61,125+9.7% | $94,057-28.7% | $87,485-23.4% |
| Participation rate | 19.4% | 64.1%-44.7pp | 73.3%-54.0pp | 68.9%-49.5pp |
| Annual return | 14.91% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $249 | $2,136-88.3% | $2,933-91.5% | $2,596-90.4% |
| Participant deferral / active EE | $740 | $3,260-77.3% | $4,709-84.3% | $4,274-82.7% |
| Admin fee / account holder | $7,792 | $5,629+38.4% | $7,244+7.6% | $7,775+0.2% |