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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 | $107,805 | $213,785-49.6% | $185,441-41.9% | $155,188-30.5% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 12.78% | 19.97%-7.2pp | 20.16%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,881 | $5,393-65.1% | $4,672-59.7% | $4,248-55.7% |
| Participant deferral / active EE | $1,882 | $6,864-72.6% | $6,152-69.4% | $6,531-71.2% |
| Admin fee / account holder | $4,801 | $21,134-77.3% | $17,890-73.2% | $14,480-66.8% |