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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 | $48,856 | $93,598-47.8% | $135,974-64.1% | $75,173-35.0% |
| Participation rate | 18.2% | 75.2%-57.0pp | 81.9%-63.7pp | 67.2%-49.0pp |
| Annual return | 19.14% | 30.89%-11.7pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $845 | $3,538-76.1% | $4,859-82.6% | $2,671-68.4% |
| Participant deferral / active EE | $1,774 | $6,405-72.3% | $7,760-77.1% | $4,126-57.0% |
| Admin fee / account holder | $1,349 | $6,978-80.7% | $10,767-87.5% | $5,651-76.1% |