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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 | $39,912 | $153,769-74.0% | $133,975-70.2% | $273,972-85.4% |
| Participation rate | 61.1% | 88.4%-27.3pp | 87.1%-26.0pp | 83.0%-21.9pp |
| Annual return | 10.57% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,778 | $6,029-53.9% | $5,211-46.7% | $4,869-42.9% |
| Participant deferral / active EE | $2,209 | $6,958-68.3% | $6,282-64.8% | $5,287-58.2% |
| Admin fee / account holder | $1,346 | $11,765-88.6% | $9,324-85.6% | $10,133-86.7% |