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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 | $51,202 | $54,573-6.2% | $90,970-43.7% | $73,497-30.3% |
| Participation rate | 46.6% | 61.2%-14.6pp | 69.0%-22.4pp | 70.7%-24.1pp |
| Annual return | 12.79% | 16.69%-3.9pp | 134.60%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,618 | $991+164.1% | $2,122+23.4% | $2,270+15.3% |
| Participant deferral / active EE | $1,103 | $2,517-56.2% | $3,373-67.3% | $3,740-70.5% |
| Admin fee / account holder | $576 | $521+10.4% | $5,961-90.3% | $513+12.2% |