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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 | $59,577 | $99,875-40.3% | $146,866-59.4% | $86,983-31.5% |
| Participation rate | 23.5% | 75.8%-52.3pp | 82.5%-59.0pp | 69.5%-46.0pp |
| Annual return | 19.24% | 28.10%-8.9pp | 102.85%-83.6pp | 25.83%-6.6pp |
| Employer contribution / active EE | $441 | $3,224-86.3% | $4,425-90.0% | $2,584-83.0% |
| Participant deferral / active EE | $2,189 | $6,322-65.4% | $7,759-71.8% | $4,194-47.8% |
| Admin fee / account holder | $953 | $7,838-87.8% | $13,620-93.0% | $7,856-87.9% |