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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 | $85,725 | $102,609-16.5% | $98,090-12.6% | $138,895-38.3% |
| Participation rate | 33.3% | 82.8%-49.4pp | 81.5%-48.2pp | 79.9%-46.6pp |
| Annual return | 13.00% | 36.44%-23.4pp | 37.05%-24.0pp | 145.39%-132.4pp |
| Employer contribution / active EE | $330 | $3,867-91.5% | $3,606-90.8% | $4,194-92.1% |
| Participant deferral / active EE | $475 | $8,167-94.2% | $7,845-93.9% | $6,396-92.6% |
| Admin fee / account holder | $9,030 | $11,434-21.0% | $11,815-23.6% | $12,562-28.1% |