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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 | $55,755 | $76,112-26.7% | $96,534-42.2% | $71,511-22.0% |
| Participation rate | 43.8% | 74.4%-30.6pp | 76.0%-32.2pp | 67.9%-24.1pp |
| Annual return | 15.77% | 22.81%-7.0pp | 25.88%-10.1pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,186 | $2,248-47.2% | $2,965-60.0% | $2,589-54.2% |
| Participant deferral / active EE | $1,904 | $4,217-54.9% | $4,851-60.8% | $4,291-55.6% |
| Admin fee / account holder | $1,479 | $2,708-45.4% | $8,253-82.1% | $1,588-6.9% |