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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 | $124,425-31.0% | $112,040-23.4% | $137,256-37.5% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 14.87% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $872 | $3,411-74.5% | $2,954-70.5% | $4,156-79.0% |
| Participant deferral / active EE | $1,707 | $5,718-70.1% | $5,098-66.5% | $6,407-73.4% |
| Admin fee / account holder | $2,595 | $15,207-82.9% | $12,098-78.6% | $12,270-78.9% |