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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 | $48,865 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 9.27% | 56.63%-47.4pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,148 | $5,170-77.8% | $4,617-75.1% | $4,869-76.4% |
| Participant deferral / active EE | $1,945 | $6,343-69.3% | $5,984-67.5% | $5,287-63.2% |
| Admin fee / account holder | $2,081 | $9,817-78.8% | $8,357-75.1% | $10,133-79.5% |