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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 | $27,218 | $81,487-66.6% | $102,412-73.4% | $80,935-66.4% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.7%-23.9pp |
| Annual return | 12.20% | 25.60%-13.4pp | 24.94%-12.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,021 | $3,103-67.1% | $3,870-73.6% | $2,757-63.0% |
| Participant deferral / active EE | $1,285 | $3,871-66.8% | $5,060-74.6% | $4,299-70.1% |
| Admin fee / account holder | $2,298 | $6,717-65.8% | $8,388-72.6% | $6,924-66.8% |