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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 | $46,986 | $114,013-58.8% | $103,693-54.7% | $155,188-69.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 8.30% | 49.31%-41.0pp | 47.61%-39.3pp | 148.84%-140.5pp |
| Employer contribution / active EE | $1,200 | $3,131-61.7% | $2,920-58.9% | $4,248-71.8% |
| Participant deferral / active EE | $711 | $4,970-85.7% | $4,579-84.5% | $6,531-89.1% |
| Admin fee / account holder | $4,507 | $8,407-46.4% | $7,858-42.6% | $14,480-68.9% |