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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 | $85,848 | $136,860-37.3% | $120,344-28.7% | $154,746-44.5% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 14.87% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $872 | $3,533-75.3% | $3,020-71.1% | $4,379-80.1% |
| Participant deferral / active EE | $1,707 | $5,793-70.5% | $5,135-66.8% | $6,730-74.6% |
| Admin fee / account holder | $2,595 | $15,393-83.1% | $12,742-79.6% | $14,365-81.9% |