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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 | $42,597 | $185,141-77.0% | $153,416-72.2% | $155,188-72.6% |
| Participation rate | 57.1% | 79.9%-22.8pp | 74.3%-17.2pp | 80.8%-23.7pp |
| Annual return | 18.50% | 18.72%-0.2pp | 17.84%+0.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,132 | $4,489-74.8% | $3,764-69.9% | $4,248-73.4% |
| Participant deferral / active EE | $1,282 | $5,477-76.6% | $4,723-72.9% | $6,531-80.4% |
| Admin fee / account holder | $769 | $16,005-95.2% | $13,095-94.1% | $14,480-94.7% |