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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 | $59,674 | $106,864-44.2% | $147,318-59.5% | $82,637-27.8% |
| Participation rate | 25.8% | 75.5%-49.7pp | 82.1%-56.3pp | 68.1%-42.2pp |
| Annual return | 16.00% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $694 | $3,417-79.7% | $4,593-84.9% | $2,552-72.8% |
| Participant deferral / active EE | $2,183 | $6,496-66.4% | $7,906-72.4% | $4,126-47.1% |
| Admin fee / account holder | $340 | $8,415-96.0% | $13,708-97.5% | $7,339-95.4% |