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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 | $43,555 | $76,669-43.2% | $96,520-54.9% | $71,495-39.1% |
| Participation rate | 22.3% | 66.6%-44.3pp | 74.3%-52.0pp | 67.9%-45.6pp |
| Annual return | 14.97% | 48.29%-33.3pp | 35.72%-20.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $764 | $3,031-74.8% | $3,739-79.6% | $2,589-70.5% |
| Participant deferral / active EE | $1,430 | $3,771-62.1% | $4,879-70.7% | $4,291-66.7% |
| Admin fee / account holder | $3,413 | $2,028+68.3% | $6,733-49.3% | $1,588+114.9% |