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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 | $60,361 | $93,586-35.5% | $135,925-55.6% | $75,173-19.7% |
| Participation rate | 18.2% | 75.2%-57.0pp | 81.9%-63.7pp | 67.2%-49.0pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.25%-49.3pp | 160.65%-141.7pp |
| Employer contribution / active EE | $862 | $3,537-75.6% | $4,857-82.2% | $2,670-67.7% |
| Participant deferral / active EE | $1,637 | $6,405-74.4% | $7,759-78.9% | $4,126-60.3% |
| Admin fee / account holder | $606 | $6,977-91.3% | $10,764-94.4% | $5,651-89.3% |