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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 | $50,915 | $181,062-71.9% | $158,223-67.8% | $155,188-67.2% |
| Participation rate | 47.1% | 82.7%-35.6pp | 79.2%-32.1pp | 80.8%-33.7pp |
| Annual return | 13.57% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,338 | $4,565-70.7% | $4,109-67.4% | $4,248-68.5% |
| Participant deferral / active EE | $1,374 | $6,134-77.6% | $5,467-74.9% | $6,531-79.0% |
| Admin fee / account holder | $2,489 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |