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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 | $52,653 | $127,387-58.7% | $115,038-54.2% | $125,389-58.0% |
| Participation rate | 64.3% | 84.2%-19.9pp | 81.4%-17.1pp | 83.2%-18.9pp |
| Annual return | 0.13% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,084 | $5,166-79.0% | $4,608-76.5% | $4,866-77.7% |
| Participant deferral / active EE | $1,450 | $6,423-77.4% | $6,026-75.9% | $5,352-72.9% |
| Admin fee / account holder | $750 | $9,516-92.1% | $8,175-90.8% | $9,541-92.1% |