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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 | $57,744 | $76,112-24.1% | $96,544-40.2% | $71,529-19.3% |
| Participation rate | 26.7% | 74.4%-47.7pp | 76.0%-49.3pp | 67.9%-41.3pp |
| Annual return | 22.80% | 22.80%0pp | 25.88%-3.1pp | 28.97%-6.2pp |
| Employer contribution / active EE | $731 | $2,248-67.5% | $2,966-75.4% | $2,590-71.8% |
| Participant deferral / active EE | $2,066 | $4,217-51.0% | $4,851-57.4% | $4,291-51.9% |
| Admin fee / account holder | $1,759 | $2,708-35.1% | $8,254-78.7% | $1,588+10.7% |