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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 | $33,517 | $80,992-58.6% | $96,534-65.3% | $75,173-55.4% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 18.52% | 27.05%-8.5pp | 25.88%-7.4pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,040 | $2,283-54.4% | $2,965-64.9% | $2,671-61.1% |
| Participant deferral / active EE | $1,780 | $3,929-54.7% | $4,851-63.3% | $4,126-56.9% |
| Admin fee / account holder | $2,878 | $6,717-57.2% | $8,253-65.1% | $5,651-49.1% |