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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 | $58,710 | $106,749-45.0% | $145,433-59.6% | $82,448-28.8% |
| Participation rate | 32.7% | 75.6%-43.0pp | 82.1%-49.5pp | 68.1%-35.4pp |
| Annual return | 16.51% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $840 | $3,444-75.6% | $4,554-81.6% | $2,551-67.1% |
| Participant deferral / active EE | $2,109 | $6,519-67.6% | $7,897-73.3% | $4,139-49.1% |
| Admin fee / account holder | $2,407 | $8,390-71.3% | $13,129-81.7% | $7,234-66.7% |