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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 | $17,585 | $78,015-77.5% | $178,505-90.1% | $80,959-78.3% |
| Participation rate | 42.0% | 65.7%-23.6pp | 77.1%-35.1pp | 67.7%-25.6pp |
| Annual return | 13.17% | 18.10%-4.9pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $901 | $2,281-60.5% | $3,955-77.2% | $2,757-67.3% |
| Participant deferral / active EE | $1,261 | $4,406-71.4% | $6,280-79.9% | $4,300-70.7% |
| Admin fee / account holder | $1,560 | $7,160-78.2% | $10,428-85.0% | $6,925-77.5% |