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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 | $57,212 | $97,289-41.2% | $92,805-38.4% | $155,188-63.1% |
| Participation rate | 36.4% | 84.2%-47.8pp | 83.5%-47.1pp | 80.8%-44.4pp |
| Annual return | 16.04% | 29.03%-13.0pp | 31.59%-15.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,317 | $3,632-63.7% | $3,424-61.5% | $4,248-69.0% |
| Participant deferral / active EE | $2,447 | $8,795-72.2% | $8,448-71.0% | $6,531-62.5% |
| Admin fee / account holder | $329 | $12,015-97.3% | $10,911-97.0% | $14,480-97.7% |