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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 | $63,146 | $48,284+30.8% | $67,524-6.5% | $80,911-22.0% |
| Participation rate | 33.8% | 66.4%-32.6pp | 72.9%-39.1pp | 67.6%-33.8pp |
| Annual return | 16.30% | 18.27%-2.0pp | 3519.41%-3503.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $367 | $2,021-81.9% | $2,734-86.6% | $2,756-86.7% |
| Participant deferral / active EE | $772 | $2,927-73.6% | $4,001-80.7% | $4,297-82.0% |
| Admin fee / account holder | $2,198 | $3,688-40.4% | $4,001-45.1% | $6,935-68.3% |