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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 | $56,929 | $93,598-39.2% | $135,974-58.1% | $75,173-24.3% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 15.44% | 30.89%-15.4pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,652 | $3,538-53.3% | $4,859-66.0% | $2,671-38.2% |
| Participant deferral / active EE | $2,329 | $6,405-63.6% | $7,760-70.0% | $4,126-43.5% |
| Admin fee / account holder | $2,385 | $6,978-65.8% | $10,767-77.8% | $5,651-57.8% |