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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 | $36,957 | $106,864-65.4% | $147,318-74.9% | $82,637-55.3% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.1%-39.8pp | 68.1%-25.7pp |
| Annual return | 18.28% | 27.49%-9.2pp | 70.43%-52.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,088 | $3,417-68.2% | $4,593-76.3% | $2,552-57.4% |
| Participant deferral / active EE | $1,781 | $6,496-72.6% | $7,906-77.5% | $4,126-56.8% |
| Admin fee / account holder | $3,020 | $8,415-64.1% | $13,708-78.0% | $7,339-58.9% |