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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 | $90,079 | $124,425-27.6% | $112,040-19.6% | $137,256-34.4% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 13.03% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,362 | $3,411-60.1% | $2,954-53.9% | $4,156-67.2% |
| Participant deferral / active EE | $1,362 | $5,718-76.2% | $5,098-73.3% | $6,407-78.7% |
| Admin fee / account holder | $7,950 | $15,207-47.7% | $12,098-34.3% | $12,270-35.2% |