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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 | $52,947 | $96,731-45.3% | $123,973-57.3% | $86,983-39.1% |
| Participation rate | 59.7% | 70.0%-10.3pp | 76.7%-17.0pp | 69.5%-9.9pp |
| Annual return | 15.83% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,115 | $3,297-66.2% | $4,126-73.0% | $2,584-56.9% |
| Participant deferral / active EE | $1,828 | $4,152-56.0% | $5,247-65.2% | $4,194-56.4% |
| Admin fee / account holder | $5,374 | $8,722-38.4% | $11,799-54.5% | $7,856-31.6% |