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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 | $47,329 | $63,949-26.0% | $129,031-63.3% | $94,015-49.7% |
| Participation rate | 32.0% | 63.4%-31.4pp | 73.4%-41.4pp | 70.8%-38.8pp |
| Annual return | 17.47% | 17.56%-0.1pp | 34.67%-17.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $629 | $1,865-66.3% | $3,226-80.5% | $2,790-77.4% |
| Participant deferral / active EE | $1,057 | $3,686-71.3% | $5,217-79.7% | $4,249-75.1% |
| Admin fee / account holder | $4,545 | $5,523-17.7% | $13,208-65.6% | $8,951-49.2% |