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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 | $34,487 | $106,749-67.7% | $145,433-76.3% | $82,448-58.2% |
| Participation rate | 24.4% | 75.6%-51.3pp | 82.1%-57.8pp | 68.1%-43.7pp |
| Annual return | 17.97% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,072 | $3,444-68.9% | $4,554-76.5% | $2,551-58.0% |
| Participant deferral / active EE | $2,074 | $6,519-68.2% | $7,897-73.7% | $4,139-49.9% |
| Admin fee / account holder | $651 | $8,390-92.2% | $13,129-95.0% | $7,234-91.0% |