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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 | $80,000 | $86,949-8.0% | $102,460-21.9% | $80,959-1.2% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 54.90% | 18.89%+36.0pp | 29.47%+25.4pp | 35.67%+19.2pp |
| Employer contribution / active EE | $1,042 | $2,370-56.0% | $3,025-65.6% | $2,757-62.2% |
| Participant deferral / active EE | $1,210 | $4,121-70.6% | $5,056-76.1% | $4,300-71.9% |
| Admin fee / account holder | $628 | $8,048-92.2% | $9,460-93.4% | $6,925-90.9% |