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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 | $67,092 | $94,436-29.0% | $115,599-42.0% | $82,637-18.8% |
| Participation rate | 36.3% | 70.4%-34.2pp | 74.3%-38.0pp | 68.1%-31.8pp |
| Annual return | 15.34% | 18.37%-3.0pp | 111.10%-95.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $802 | $2,324-65.5% | $2,955-72.8% | $2,552-68.6% |
| Participant deferral / active EE | $1,433 | $3,955-63.8% | $4,889-70.7% | $4,126-65.3% |
| Admin fee / account holder | $8,313 | $10,328-19.5% | $12,841-35.3% | $7,339+13.3% |