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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 | $45,793 | $76,551-40.2% | $123,894-63.0% | $62,881-27.2% |
| Participation rate | 52.6% | 73.0%-20.4pp | 81.4%-28.8pp | 69.3%-16.7pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,991 | $2,882+73.2% | $4,617+8.1% | $2,281+118.8% |
| Participant deferral / active EE | $299 | $4,840-93.8% | $5,984-95.0% | $3,203-90.7% |
| Admin fee / account holder | $8,473 | $4,826+75.6% | $8,357+1.4% | $4,296+97.3% |