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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 | $50,221 | $106,247-52.7% | $96,515-48.0% | $139,466-64.0% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 17.05% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $886 | $4,106-78.4% | $3,740-76.3% | $4,754-81.4% |
| Participant deferral / active EE | $1,083 | $5,456-80.2% | $4,880-77.8% | $6,712-83.9% |
| Admin fee / account holder | $9,644 | $7,885+22.3% | $6,735+43.2% | $11,409-15.5% |