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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 | $76,694 | $106,864-28.2% | $147,318-47.9% | $82,637-7.2% |
| Participation rate | 36.3% | 75.5%-39.3pp | 82.1%-45.8pp | 68.1%-31.8pp |
| Annual return | 14.44% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $936 | $3,417-72.6% | $4,593-79.6% | $2,552-63.3% |
| Participant deferral / active EE | $1,925 | $6,496-70.4% | $7,906-75.7% | $4,126-53.4% |
| Admin fee / account holder | $2,639 | $8,415-68.6% | $13,708-80.7% | $7,339-64.0% |