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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 | $58,669 | $78,705-25.5% | $117,860-50.2% | $70,124-16.3% |
| Participation rate | 53.7% | 73.2%-19.5pp | 79.7%-25.9pp | 69.5%-15.8pp |
| Annual return | 21.45% | 23.30%-1.8pp | 335.10%-313.6pp | 73.14%-51.7pp |
| Employer contribution / active EE | $3,334 | $2,223+50.0% | $3,786-11.9% | $2,342+42.3% |
| Participant deferral / active EE | $1,311 | $3,297-60.2% | $4,482-70.7% | $3,332-60.6% |
| Admin fee / account holder | $701 | $5,065-86.2% | $8,021-91.3% | $4,645-84.9% |