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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 | $55,077 | $201,372-72.6% | $184,260-70.1% | $145,884-62.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.24% | 29.04%-14.8pp | 28.84%-14.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,643 | $7,024-76.6% | $6,427-74.4% | $4,662-64.8% |
| Participant deferral / active EE | $2,376 | $9,808-75.8% | $9,133-74.0% | $6,690-64.5% |
| Admin fee / account holder | $1,240 | $16,362-92.4% | $13,898-91.1% | $13,392-90.7% |