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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 | $68,760 | $108,825-36.8% | $156,181-56.0% | $82,448-16.6% |
| Participation rate | 54.0% | 72.4%-18.3pp | 78.8%-24.8pp | 68.1%-14.0pp |
| Annual return | 14.84% | 20.59%-5.8pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,586 | $2,870-44.7% | $4,294-63.1% | $2,551-37.8% |
| Participant deferral / active EE | $1,897 | $4,577-58.6% | $6,132-69.1% | $4,139-54.2% |
| Admin fee / account holder | $1,711 | $9,341-81.7% | $14,586-88.3% | $7,234-76.3% |