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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 | $52,165 | $127,387-59.0% | $115,038-54.7% | $125,389-58.4% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,977 | $5,166-61.7% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $1,654 | $6,423-74.2% | $6,026-72.5% | $5,352-69.1% |
| Admin fee / account holder | $2,016 | $9,516-78.8% | $8,175-75.3% | $9,541-78.9% |