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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 | $44,690 | $73,955-39.6% | $96,520-53.7% | $75,181-40.6% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 16.84% | 26.72%-9.9pp | 35.72%-18.9pp | 160.69%-143.8pp |
| Employer contribution / active EE | $818 | $2,930-72.1% | $3,739-78.1% | $2,671-69.4% |
| Participant deferral / active EE | $1,375 | $3,659-62.4% | $4,879-71.8% | $4,126-66.7% |
| Admin fee / account holder | $3,615 | $5,217-30.7% | $6,733-46.3% | $5,650-36.0% |