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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 | $64,574 | $199,109-67.6% | $173,730-62.8% | $154,746-58.3% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 13.22% | 20.02%-6.8pp | 19.96%-6.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,440 | $5,311-72.9% | $4,577-68.6% | $4,379-67.1% |
| Participant deferral / active EE | $2,111 | $7,113-70.3% | $6,326-66.6% | $6,730-68.6% |
| Admin fee / account holder | $9,806 | $20,916-53.1% | $17,523-44.0% | $14,365-31.7% |