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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 | $40,212 | $93,598-57.0% | $135,974-70.4% | $75,173-46.5% |
| Participation rate | 16.0% | 75.2%-59.2pp | 81.9%-65.9pp | 67.2%-51.2pp |
| Annual return | 16.12% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $859 | $3,538-75.7% | $4,859-82.3% | $2,671-67.8% |
| Participant deferral / active EE | $1,856 | $6,405-71.0% | $7,760-76.1% | $4,126-55.0% |
| Admin fee / account holder | $13,180 | $6,978+88.9% | $10,767+22.4% | $5,651+133.3% |