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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 | $51,686 | $75,058-31.1% | $152,301-66.1% | $64,340-19.7% |
| Participation rate | 7.6% | 60.9%-53.3pp | 82.4%-74.8pp | 55.2%-47.6pp |
| Annual return | 19.01% | 29.93%-10.9pp | 80.50%-61.5pp | 24.14%-5.1pp |
| Employer contribution / active EE | $287 | $2,605-89.0% | $4,624-93.8% | $1,862-84.6% |
| Participant deferral / active EE | $752 | $5,041-85.1% | $8,004-90.6% | $2,980-74.8% |
| Admin fee / account holder | $1,538 | $4,050-62.0% | $14,398-89.3% | $3,703-58.5% |