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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 | $75,703 | $73,978+2.3% | $96,515-21.6% | $75,173+0.7% |
| Participation rate | 29.7% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.5pp |
| Annual return | 14.92% | 26.72%-11.8pp | 35.73%-20.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $931 | $2,931-68.2% | $3,740-75.1% | $2,671-65.2% |
| Participant deferral / active EE | $985 | $3,660-73.1% | $4,880-79.8% | $4,126-76.1% |
| Admin fee / account holder | $1,207 | $5,219-76.9% | $6,735-82.1% | $5,651-78.6% |