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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 | $51,677 | $91,439-43.5% | $135,974-62.0% | $71,511-27.7% |
| Participation rate | 38.7% | 75.7%-37.0pp | 81.9%-43.3pp | 67.9%-29.3pp |
| Annual return | 16.48% | 29.90%-13.4pp | 68.30%-51.8pp | 28.86%-12.4pp |
| Employer contribution / active EE | $935 | $3,705-74.8% | $4,859-80.8% | $2,589-63.9% |
| Participant deferral / active EE | $1,583 | $7,093-77.7% | $7,760-79.6% | $4,291-63.1% |
| Admin fee / account holder | $2,663 | $1,267+110.2% | $10,767-75.3% | $1,588+67.6% |