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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 | $64,574 | $213,785-69.8% | $185,441-65.2% | $155,188-58.4% |
| Participation rate | 40.0% | 83.2%-43.2pp | 80.3%-40.3pp | 80.8%-40.8pp |
| Annual return | 13.22% | 19.97%-6.8pp | 20.16%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,440 | $5,393-73.3% | $4,672-69.2% | $4,248-66.1% |
| Participant deferral / active EE | $2,111 | $6,864-69.2% | $6,152-65.7% | $6,531-67.7% |
| Admin fee / account holder | $9,806 | $21,134-53.6% | $17,890-45.2% | $14,480-32.3% |