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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 | $61,768 | $96,508-36.0% | $75,901-18.6% | $152,897-59.6% |
| Participation rate | 46.7% | 76.2%-29.5pp | 69.3%-22.6pp | 82.5%-35.8pp |
| Annual return | 20.60% | 33.99%-13.4pp | 30.76%-10.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $806 | $3,310-75.7% | $2,501-67.8% | $4,764-83.1% |
| Participant deferral / active EE | $908 | $4,554-80.1% | $3,603-74.8% | $5,851-84.5% |
| Admin fee / account holder | $5,880 | $8,081-27.2% | $5,420+8.5% | $11,599-49.3% |