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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 | $49,836 | $88,672-43.8% | $105,223-52.6% | $82,448-39.6% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 23.51% | 30.86%-7.3pp | 180.65%-157.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,888 | $3,048-38.1% | $3,689-48.8% | $2,551-26.0% |
| Participant deferral / active EE | $1,212 | $4,036-70.0% | $5,072-76.1% | $4,139-70.7% |
| Admin fee / account holder | $3,002 | $7,146-58.0% | $8,859-66.1% | $7,234-58.5% |