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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 | $52,471 | $86,298-39.2% | $111,308-52.9% | $85,847-38.9% |
| Participation rate | 65.6% | 73.3%-7.7pp | 77.3%-11.7pp | 69.3%-3.7pp |
| Annual return | 11.07% | 19.99%-8.9pp | 54.67%-43.6pp | 318.61%-307.5pp |
| Employer contribution / active EE | $2,019 | $2,044-1.2% | $2,732-26.1% | $2,565-21.3% |
| Participant deferral / active EE | $818 | $3,641-77.5% | $4,487-81.8% | $3,952-79.3% |
| Admin fee / account holder | $2,025 | $8,189-75.3% | $7,965-74.6% | $6,261-67.7% |