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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 | $57,823 | $94,436-38.8% | $115,599-50.0% | $82,637-30.0% |
| Participation rate | 53.6% | 70.4%-16.9pp | 74.3%-20.7pp | 68.1%-14.5pp |
| Annual return | 47.10% | 18.37%+28.7pp | 111.10%-64.0pp | 53.51%-6.4pp |
| Employer contribution / active EE | $869 | $2,324-62.6% | $2,955-70.6% | $2,552-65.9% |
| Participant deferral / active EE | $1,610 | $3,955-59.3% | $4,889-67.1% | $4,126-61.0% |
| Admin fee / account holder | $4,399 | $10,328-57.4% | $12,841-65.7% | $7,339-40.1% |