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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 | $38,189 | $72,607-47.4% | $90,259-57.7% | $87,485-56.3% |
| Participation rate | 10.7% | 64.8%-54.1pp | 70.7%-60.0pp | 68.9%-58.2pp |
| Annual return | 16.40% | 18.59%-2.2pp | 18.88%-2.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,395 | $1,919-27.3% | $2,291-39.1% | $2,596-46.3% |
| Participant deferral / active EE | $199 | $3,055-93.5% | $3,827-94.8% | $4,274-95.3% |
| Admin fee / account holder | $529 | $5,947-91.1% | $7,267-92.7% | $7,775-93.2% |