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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 | $35,764 | $106,864-66.5% | $147,318-75.7% | $82,637-56.7% |
| Participation rate | 58.2% | 75.5%-17.3pp | 82.1%-23.8pp | 68.1%-9.8pp |
| Annual return | 15.32% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,374 | $3,417-59.8% | $4,593-70.1% | $2,552-46.2% |
| Participant deferral / active EE | $2,333 | $6,496-64.1% | $7,906-70.5% | $4,126-43.4% |
| Admin fee / account holder | $4,459 | $8,415-47.0% | $13,708-67.5% | $7,339-39.2% |