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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 | $49,492 | $93,598-47.1% | $135,974-63.6% | $75,173-34.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 19.53% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,190 | $3,538-66.4% | $4,859-75.5% | $2,671-55.4% |
| Participant deferral / active EE | $2,378 | $6,405-62.9% | $7,760-69.4% | $4,126-42.4% |
| Admin fee / account holder | $2,166 | $6,978-69.0% | $10,767-79.9% | $5,651-61.7% |