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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 | $71,372 | $106,524-33.0% | $152,301-53.1% | $87,485-18.4% |
| Participation rate | 55.4% | 75.8%-20.3pp | 82.4%-27.0pp | 68.9%-13.5pp |
| Annual return | 16.87% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,073 | $3,371-68.2% | $4,624-76.8% | $2,596-58.7% |
| Participant deferral / active EE | $2,189 | $6,525-66.5% | $8,004-72.7% | $4,274-48.8% |
| Admin fee / account holder | $1,502 | $8,287-81.9% | $14,398-89.6% | $7,775-80.7% |