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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 | $75,801 | $86,298-12.2% | $111,308-31.9% | $85,847-11.7% |
| Participation rate | 46.7% | 73.3%-26.7pp | 77.3%-30.7pp | 69.3%-22.7pp |
| Annual return | 12.62% | 19.99%-7.4pp | 54.67%-42.0pp | 318.61%-306.0pp |
| Employer contribution / active EE | $2,547 | $2,044+24.7% | $2,732-6.7% | $2,565-0.7% |
| Participant deferral / active EE | $637 | $3,641-82.5% | $4,487-85.8% | $3,952-83.9% |
| Admin fee / account holder | $12,980 | $8,189+58.5% | $7,965+63.0% | $6,261+107.3% |