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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 | $71,702 | $72,492-1.1% | $87,102-17.7% | $72,983-1.8% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 19.31% | 24.46%-5.1pp | 28.19%-8.9pp | 81.01%-61.7pp |
| Employer contribution / active EE | $566 | $1,894-70.1% | $2,521-77.6% | $2,440-76.8% |
| Participant deferral / active EE | $1,455 | $3,270-55.5% | $4,048-64.1% | $3,608-59.7% |
| Admin fee / account holder | $1,144 | $5,055-77.4% | $7,491-84.7% | $5,124-77.7% |