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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 | $50,881 | $135,956-62.6% | $123,894-58.9% | $273,972-81.4% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 5.11% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,088 | $5,170-79.0% | $4,617-76.4% | $4,869-77.7% |
| Participant deferral / active EE | $1,907 | $6,343-69.9% | $5,984-68.1% | $5,287-63.9% |
| Admin fee / account holder | $1,874 | $9,817-80.9% | $8,357-77.6% | $10,133-81.5% |