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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 | $71,915 | $73,988-2.8% | $96,538-25.5% | $75,177-4.3% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 17.74% | 26.73%-9.0pp | 35.74%-18.0pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,414 | $2,930-17.6% | $3,740-35.5% | $2,671-9.6% |
| Participant deferral / active EE | $1,237 | $3,660-66.2% | $4,880-74.7% | $4,126-70.0% |
| Admin fee / account holder | $753 | $5,220-85.6% | $6,737-88.8% | $5,651-86.7% |