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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 | $61,158 | $106,864-42.8% | $147,318-58.5% | $82,637-26.0% |
| Participation rate | 25.9% | 75.5%-49.6pp | 82.1%-56.2pp | 68.1%-42.2pp |
| Annual return | 17.63% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,152 | $3,417-66.3% | $4,593-74.9% | $2,552-54.9% |
| Participant deferral / active EE | $2,368 | $6,496-63.5% | $7,906-70.1% | $4,126-42.6% |
| Admin fee / account holder | $2,572 | $8,415-69.4% | $13,708-81.2% | $7,339-65.0% |