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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 | $70,412 | $81,504-13.6% | $102,437-31.3% | $80,959-13.0% |
| Participation rate | 21.7% | 66.9%-45.1pp | 74.5%-52.8pp | 67.7%-45.9pp |
| Annual return | 13.78% | 25.60%-11.8pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $998 | $3,104-67.8% | $3,871-74.2% | $2,757-63.8% |
| Participant deferral / active EE | $1,576 | $3,871-59.3% | $5,060-68.9% | $4,300-63.4% |
| Admin fee / account holder | $1,186 | $6,719-82.4% | $8,388-85.9% | $6,925-82.9% |