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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 | $36,006 | $83,843-57.1% | $123,973-71.0% | $65,306-44.9% |
| Participation rate | 54.5% | 56.0%-1.4pp | 76.7%-22.1pp | 57.7%-3.1pp |
| Annual return | 15.77% | 19.87%-4.1pp | 388.13%-372.4pp | 21.94%-6.2pp |
| Employer contribution / active EE | $3,849 | $2,873+34.0% | $4,126-6.7% | $1,967+95.6% |
| Participant deferral / active EE | $1,099 | $2,997-63.3% | $5,247-79.1% | $2,959-62.9% |
| Admin fee / account holder | $2,735 | $4,735-42.2% | $11,799-76.8% | $3,480-21.4% |