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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 | $64,348 | $101,778-36.8% | $164,975-61.0% | $80,925-20.5% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.7%-26.9pp |
| Annual return | 14.93% | 16.73%-1.8pp | 70.12%-55.2pp | 35.65%-20.7pp |
| Employer contribution / active EE | $983 | $2,954-66.7% | $4,343-77.4% | $2,756-64.3% |
| Participant deferral / active EE | $1,767 | $4,477-60.5% | $6,033-70.7% | $4,299-58.9% |
| Admin fee / account holder | $904 | $8,221-89.0% | $12,688-92.9% | $6,940-87.0% |