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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 | $62,751 | $69,977-10.3% | $108,582-42.2% | $62,881-0.2% |
| Participation rate | 51.0% | 72.9%-21.9pp | 79.6%-28.5pp | 69.3%-18.3pp |
| Annual return | 8.54% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $853 | $2,135-60.0% | $3,758-77.3% | $2,281-62.6% |
| Participant deferral / active EE | $1,281 | $3,165-59.5% | $4,311-70.3% | $3,203-60.0% |
| Admin fee / account holder | $3,012 | $5,076-40.7% | $7,645-60.6% | $4,296-29.9% |