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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 | $69,685 | $115,911-39.9% | $100,530-30.7% | $158,950-56.2% |
| Participation rate | 30.8% | 81.6%-50.8pp | 79.4%-48.6pp | 82.0%-51.2pp |
| Annual return | 31.76% | 34.80%-3.0pp | 30.89%+0.9pp | 302.91%-271.2pp |
| Employer contribution / active EE | $560 | $4,104-86.4% | $3,418-83.6% | $4,762-88.2% |
| Participant deferral / active EE | $685 | $6,676-89.7% | $6,271-89.1% | $5,983-88.5% |
| Admin fee / account holder | $681 | $10,999-93.8% | $8,083-91.6% | $11,248-93.9% |