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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 | $62,889 | $111,814-43.8% | $103,378-39.2% | $145,978-56.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 15.95% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $4,014 | $4,215-4.8% | $3,870+3.7% | $4,662-13.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,003 | $9,764-59.0% | $8,401-52.4% | $13,400-70.1% |