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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 | $41,367 | $99,875-58.6% | $146,866-71.8% | $86,983-52.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.5%-45.0pp | 69.5%-32.0pp |
| Annual return | 15.95% | 28.10%-12.1pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,131 | $3,224-64.9% | $4,425-74.4% | $2,584-56.2% |
| Participant deferral / active EE | $2,108 | $6,322-66.7% | $7,759-72.8% | $4,194-49.7% |
| Admin fee / account holder | $1,300 | $7,838-83.4% | $13,620-90.5% | $7,856-83.4% |