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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 | $55,210 | $209,336-73.6% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 19.03% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,459 | $6,591-77.9% | $6,227-76.6% | $4,156-64.9% |
| Participant deferral / active EE | $2,890 | $9,614-69.9% | $9,135-68.4% | $6,407-54.9% |
| Admin fee / account holder | $1,349 | $17,308-92.2% | $16,298-91.7% | $12,270-89.0% |