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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 | $82,727 | $110,137-24.9% | $161,149-48.7% | $82,637+0.1% |
| Participation rate | 35.3% | 72.4%-37.1pp | 78.8%-43.5pp | 68.1%-32.8pp |
| Annual return | 16.15% | 20.69%-4.5pp | 21.16%-5.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,165 | $2,856-59.2% | $4,360-73.3% | $2,552-54.4% |
| Participant deferral / active EE | $1,628 | $4,575-64.4% | $6,153-73.6% | $4,126-60.6% |
| Admin fee / account holder | $2,436 | $9,467-74.3% | $15,194-84.0% | $7,339-66.8% |