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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 | $45,156 | $79,449-43.2% | $189,558-76.2% | $85,856-47.4% |
| Participation rate | 63.0% | 66.0%-3.0pp | 78.5%-15.5pp | 69.3%-6.4pp |
| Annual return | 13.47% | 18.45%-5.0pp | 64.19%-50.7pp | 318.58%-305.1pp |
| Employer contribution / active EE | $863 | $2,081-58.5% | $4,412-80.4% | $2,565-66.3% |
| Participant deferral / active EE | $996 | $4,051-75.4% | $6,174-83.9% | $3,952-74.8% |
| Admin fee / account holder | $919 | $5,377-82.9% | $9,809-90.6% | $6,261-85.3% |