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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 | $48,166 | $106,864-54.9% | $147,318-67.3% | $82,637-41.7% |
| Participation rate | 31.3% | 75.5%-44.2pp | 82.1%-50.7pp | 68.1%-36.7pp |
| Annual return | 15.98% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,399 | $3,417-29.8% | $4,593-47.8% | $2,552-6.0% |
| Participant deferral / active EE | $2,219 | $6,496-65.8% | $7,906-71.9% | $4,126-46.2% |
| Admin fee / account holder | $3,248 | $8,415-61.4% | $13,708-76.3% | $7,339-55.7% |