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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 | $51,929 | $110,337-52.9% | $102,383-49.3% | $145,877-64.4% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 10.16% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $955 | $4,216-77.4% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $1,188 | $5,621-78.9% | $5,060-76.5% | $6,691-82.2% |
| Admin fee / account holder | $7,471 | $9,750-23.4% | $8,391-11.0% | $13,402-44.3% |