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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 | $55,338 | $101,795-45.6% | $165,100-66.5% | $80,959-31.6% |
| Participation rate | 42.2% | 71.8%-29.6pp | 78.6%-36.4pp | 67.7%-25.4pp |
| Annual return | 11.85% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,202 | $2,954-59.3% | $4,348-72.4% | $2,757-56.4% |
| Participant deferral / active EE | $1,956 | $4,476-56.3% | $6,035-67.6% | $4,300-54.5% |
| Admin fee / account holder | $2,911 | $8,221-64.6% | $12,696-77.1% | $6,925-58.0% |