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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 | $56,745 | $91,559-38.0% | $133,978-57.6% | $79,856-28.9% |
| Participation rate | 44.6% | 73.3%-28.7pp | 79.8%-35.2pp | 69.6%-25.0pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.10%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $672 | $2,384-71.8% | $3,919-82.8% | $2,471-72.8% |
| Participant deferral / active EE | $1,408 | $3,734-62.3% | $5,047-72.1% | $3,741-62.3% |
| Admin fee / account holder | $784 | $6,321-87.6% | $8,930-91.2% | $5,306-85.2% |