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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 | $58,702 | $108,825-46.1% | $156,181-62.4% | $82,448-28.8% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 12.49% | 20.59%-8.1pp | 64.87%-52.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $816 | $2,870-71.6% | $4,294-81.0% | $2,551-68.0% |
| Participant deferral / active EE | $1,480 | $4,577-67.7% | $6,132-75.9% | $4,139-64.2% |
| Admin fee / account holder | $6,831 | $9,341-26.9% | $14,586-53.2% | $7,234-5.6% |