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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 | $56,627 | $80,731-29.9% | $103,374-45.2% | $74,546-24.0% |
| Participation rate | 34.6% | 65.7%-31.0pp | 74.5%-39.9pp | 67.2%-32.6pp |
| Annual return | 15.14% | 27.56%-12.4pp | 24.89%-9.8pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $920 | $3,158-70.9% | $3,869-76.2% | $2,624-65.0% |
| Participant deferral / active EE | $1,611 | $3,860-58.3% | $5,058-68.1% | $4,347-62.9% |
| Admin fee / account holder | $4,104 | $2,369+73.2% | $8,394-51.1% | $1,944+111.1% |