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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 | $53,862 | $91,559-41.2% | $133,978-59.8% | $79,856-32.6% |
| Participation rate | 68.2% | 73.3%-5.2pp | 79.8%-11.7pp | 69.6%-1.5pp |
| Annual return | 14.72% | 61.85%-47.1pp | 45.10%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $604 | $2,384-74.6% | $3,919-84.6% | $2,471-75.5% |
| Participant deferral / active EE | $1,101 | $3,734-70.5% | $5,047-78.2% | $3,741-70.6% |
| Admin fee / account holder | $355 | $6,321-94.4% | $8,930-96.0% | $5,306-93.3% |