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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 | $31,198 | $76,551-59.2% | $123,894-74.8% | $62,881-50.4% |
| Participation rate | 58.6% | 73.0%-14.4pp | 81.4%-22.8pp | 69.3%-10.7pp |
| Annual return | 11.58% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,013 | $2,882-64.8% | $4,617-78.1% | $2,281-55.6% |
| Participant deferral / active EE | $2,003 | $4,840-58.6% | $5,984-66.5% | $3,203-37.5% |
| Admin fee / account holder | $1,522 | $4,826-68.5% | $8,357-81.8% | $4,296-64.6% |