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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 | $43,004 | $76,112-43.5% | $96,534-55.5% | $71,511-39.9% |
| Participation rate | 28.0% | 74.4%-46.4pp | 76.0%-48.0pp | 67.9%-39.9pp |
| Annual return | 22.53% | 22.81%-0.3pp | 25.88%-3.4pp | 28.86%-6.3pp |
| Employer contribution / active EE | $765 | $2,248-66.0% | $2,965-74.2% | $2,589-70.5% |
| Participant deferral / active EE | $1,349 | $4,217-68.0% | $4,851-72.2% | $4,291-68.6% |
| Admin fee / account holder | $1,340 | $2,708-50.5% | $8,253-83.8% | $1,588-15.6% |