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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 | $84,938 | $201,370-57.8% | $184,256-53.9% | $145,897-41.8% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 11.23% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,685 | $7,024-76.0% | $6,427-73.8% | $4,663-63.9% |
| Participant deferral / active EE | $2,366 | $9,808-75.9% | $9,133-74.1% | $6,689-64.6% |
| Admin fee / account holder | $10,938 | $16,364-33.2% | $13,899-21.3% | $13,390-18.3% |