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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 | $55,850 | $91,559-39.0% | $133,978-58.3% | $79,856-30.1% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | 14.84% | 61.85%-47.0pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $920 | $2,384-61.4% | $3,919-76.5% | $2,471-62.8% |
| Participant deferral / active EE | $1,544 | $3,734-58.6% | $5,047-69.4% | $3,741-58.7% |
| Admin fee / account holder | $6,387 | $6,321+1.0% | $8,930-28.5% | $5,306+20.4% |