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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 | $61,959 | $108,825-43.1% | $156,181-60.3% | $82,448-24.9% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 16.52% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $820 | $2,870-71.4% | $4,294-80.9% | $2,551-67.9% |
| Participant deferral / active EE | $1,661 | $4,577-63.7% | $6,132-72.9% | $4,139-59.9% |
| Admin fee / account holder | $2,620 | $9,341-72.0% | $14,586-82.0% | $7,234-63.8% |