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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 | $74,485 | $110,410-32.5% | $102,437-27.3% | $145,897-48.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 15.03% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,022 | $4,217-75.8% | $3,871-73.6% | $4,663-78.1% |
| Participant deferral / active EE | $1,502 | $5,622-73.3% | $5,060-70.3% | $6,689-77.5% |
| Admin fee / account holder | $4,775 | $9,745-51.0% | $8,388-43.1% | $13,390-64.3% |