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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 | $87,573 | $102,828-14.8% | $105,387-16.9% | $152,909-42.7% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.6%-28.0pp | 82.5%-27.9pp |
| Annual return | 19.69% | 20.85%-1.2pp | 26.82%-7.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,877 | $4,473-35.7% | $4,213-31.7% | $4,764-39.6% |
| Participant deferral / active EE | $1,777 | $5,465-67.5% | $5,502-67.7% | $5,851-69.6% |
| Admin fee / account holder | $637 | $8,683-92.7% | $6,559-90.3% | $11,601-94.5% |