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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 | $46,823 | $127,387-63.2% | $115,038-59.3% | $125,389-62.7% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,840 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $1,670 | $6,423-74.0% | $6,026-72.3% | $5,352-68.8% |
| Admin fee / account holder | $1,879 | $9,516-80.3% | $8,175-77.0% | $9,541-80.3% |