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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 | $93,589-39.2% | $135,942-58.1% | $75,181-24.3% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 15.44% | 30.90%-15.5pp | 68.28%-52.8pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,652 | $3,537-53.3% | $4,858-66.0% | $2,671-38.1% |
| Participant deferral / active EE | $2,329 | $6,405-63.6% | $7,759-70.0% | $4,126-43.5% |
| Admin fee / account holder | $2,385 | $6,977-65.8% | $10,764-77.8% | $5,650-57.8% |