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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 | $63,307 | $93,598-32.4% | $135,974-53.4% | $75,173-15.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 16.60% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $908 | $3,538-74.3% | $4,859-81.3% | $2,671-66.0% |
| Participant deferral / active EE | $1,498 | $6,405-76.6% | $7,760-80.7% | $4,126-63.7% |
| Admin fee / account holder | $1,424 | $6,978-79.6% | $10,767-86.8% | $5,651-74.8% |