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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 | $53,901 | $140,592-61.7% | $123,105-56.2% | $125,389-57.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 1.00% | 16.80%-15.8pp | 13.22%-12.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,476 | $6,041-75.6% | $5,151-71.3% | $4,866-69.7% |
| Participant deferral / active EE | $2,140 | $6,980-69.3% | $6,229-65.7% | $5,352-60.0% |
| Admin fee / account holder | $2,357 | $11,198-79.0% | $9,014-73.9% | $9,541-75.3% |