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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 | $26,472 | $127,387-79.2% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.78% | 31.28%-29.5pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,004 | $5,166-80.6% | $4,608-78.2% | $4,866-79.4% |
| Participant deferral / active EE | $1,549 | $6,423-75.9% | $6,026-74.3% | $5,352-71.1% |
| Admin fee / account holder | $3,342 | $9,516-64.9% | $8,175-59.1% | $9,541-65.0% |