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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 | $58,020 | $93,617-38.0% | $135,982-57.3% | $75,177-22.8% |
| Participation rate | 29.3% | 75.2%-45.9pp | 81.9%-52.6pp | 67.2%-37.9pp |
| Annual return | 15.49% | 30.89%-15.4pp | 68.32%-52.8pp | 160.75%-145.3pp |
| Employer contribution / active EE | $859 | $3,538-75.7% | $4,859-82.3% | $2,671-67.8% |
| Participant deferral / active EE | $2,346 | $6,406-63.4% | $7,760-69.8% | $4,126-43.1% |
| Admin fee / account holder | $10,108 | $6,980+44.8% | $10,767-6.1% | $5,651+78.9% |