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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 | $58,725 | $80,992-27.5% | $96,534-39.2% | $75,173-21.9% |
| Participation rate | 35.9% | 71.8%-35.9pp | 76.0%-40.1pp | 67.2%-31.3pp |
| Annual return | 28.54% | 27.05%+1.5pp | 25.88%+2.7pp | 160.72%-132.2pp |
| Employer contribution / active EE | $2,964 | $2,283+29.9% | $2,9650% | $2,671+11.0% |
| Participant deferral / active EE | $433 | $3,929-89.0% | $4,851-91.1% | $4,126-89.5% |
| Admin fee / account holder | $999 | $6,717-85.1% | $8,253-87.9% | $5,651-82.3% |