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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 | $58,918 | $138,393-57.4% | $184,256-68.0% | $80,959-27.2% |
| Participation rate | 56.6% | 83.9%-27.3pp | 86.8%-30.2pp | 67.7%-11.1pp |
| Annual return | 18.29% | 20.01%-1.7pp | 28.85%-10.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,617 | $4,847-66.6% | $6,427-74.8% | $2,757-41.3% |
| Participant deferral / active EE | $2,799 | $7,076-60.4% | $9,133-69.3% | $4,300-34.9% |
| Admin fee / account holder | $13,286 | $10,489+26.7% | $13,899-4.4% | $6,925+91.9% |