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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 | $50,373 | $108,825-53.7% | $156,181-67.7% | $82,448-38.9% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 14.44% | 20.59%-6.2pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,339 | $2,870-53.4% | $4,294-68.8% | $2,551-47.5% |
| Participant deferral / active EE | $1,951 | $4,577-57.4% | $6,132-68.2% | $4,139-52.9% |
| Admin fee / account holder | $9,270 | $9,341-0.8% | $14,586-36.4% | $7,234+28.1% |