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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 | $54,949 | $155,555-64.7% | $146,866-62.6% | $155,188-64.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.44% | 115.41%-104.0pp | 102.85%-91.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,096 | $4,647-76.4% | $4,425-75.2% | $4,248-74.2% |
| Participant deferral / active EE | $2,354 | $8,044-70.7% | $7,759-69.7% | $6,531-64.0% |
| Admin fee / account holder | $2,569 | $14,755-82.6% | $13,620-81.1% | $14,480-82.3% |