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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 | $48,717 | $91,559-46.8% | $133,971-63.6% | $79,852-39.0% |
| Participation rate | 29.2% | 73.3%-44.1pp | 79.8%-50.6pp | 69.6%-40.4pp |
| Annual return | 23.40% | 61.85%-38.5pp | 45.09%-21.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $897 | $2,384-62.4% | $3,919-77.1% | $2,471-63.7% |
| Participant deferral / active EE | $1,380 | $3,734-63.0% | $5,047-72.7% | $3,740-63.1% |
| Admin fee / account holder | $743 | $6,321-88.3% | $8,929-91.7% | $5,306-86.0% |