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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 | $47,859 | $106,864-55.2% | $147,318-67.5% | $82,637-42.1% |
| Participation rate | 47.3% | 75.5%-28.2pp | 82.1%-34.8pp | 68.1%-20.8pp |
| Annual return | 14.68% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $795 | $3,417-76.7% | $4,593-82.7% | $2,552-68.9% |
| Participant deferral / active EE | $1,054 | $6,496-83.8% | $7,906-86.7% | $4,126-74.5% |
| Admin fee / account holder | $4,597 | $8,415-45.4% | $13,708-66.5% | $7,339-37.4% |