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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 | $35,993 | $106,864-66.3% | $147,318-75.6% | $82,637-56.4% |
| Participation rate | 60.3% | 75.5%-15.2pp | 82.1%-21.7pp | 68.1%-7.7pp |
| Annual return | 18.82% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,401 | $3,417-59.0% | $4,593-69.5% | $2,552-45.1% |
| Participant deferral / active EE | $1,960 | $6,496-69.8% | $7,906-75.2% | $4,126-52.5% |
| Admin fee / account holder | $2,407 | $8,415-71.4% | $13,708-82.4% | $7,339-67.2% |