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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 | $59,543 | $181,896-67.3% | $156,551-62.0% | $273,972-78.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 4.22% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,000 | $6,248-4.0% | $5,501+9.1% | $4,869+23.2% |
| Participant deferral / active EE | $1,329 | $5,550-76.1% | $4,871-72.7% | $5,287-74.9% |
| Admin fee / account holder | $1,003 | $15,560-93.6% | $13,028-92.3% | $10,133-90.1% |