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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 | $74,159 | $76,696-3.3% | $96,515-23.2% | $71,511+3.7% |
| Participation rate | 18.7% | 66.6%-47.9pp | 74.3%-55.6pp | 67.9%-49.2pp |
| Annual return | 15.17% | 48.32%-33.1pp | 35.73%-20.6pp | 28.86%-13.7pp |
| Employer contribution / active EE | $807 | $3,032-73.4% | $3,740-78.4% | $2,589-68.8% |
| Participant deferral / active EE | $1,258 | $3,770-66.6% | $4,880-74.2% | $4,291-70.7% |
| Admin fee / account holder | $1,592 | $2,030-21.6% | $6,735-76.4% | $1,588+0.2% |