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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 | $78,257 | $81,504-4.0% | $102,437-23.6% | $80,959-3.3% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 13.84% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,188 | $3,104-29.5% | $3,871-43.5% | $2,757-20.7% |
| Participant deferral / active EE | $1,111 | $3,871-71.3% | $5,060-78.0% | $4,300-74.2% |
| Admin fee / account holder | $651 | $6,719-90.3% | $8,388-92.2% | $6,925-90.6% |