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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 | $45,536 | $124,351-63.4% | $109,188-58.3% | $167,553-72.8% |
| Participation rate | 53.8% | 79.4%-25.6pp | 75.9%-22.0pp | 82.1%-28.3pp |
| Annual return | 11.30% | 26.04%-14.7pp | 25.76%-14.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $876 | $4,210-79.2% | $3,723-76.5% | $4,840-81.9% |
| Participant deferral / active EE | $1,380 | $5,257-73.8% | $4,654-70.4% | $6,343-78.2% |
| Admin fee / account holder | $1,495 | $7,975-81.2% | $6,755-77.9% | $12,316-87.9% |