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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 | $76,647 | $106,864-28.3% | $147,318-48.0% | $82,637-7.2% |
| Participation rate | 33.3% | 75.5%-42.2pp | 82.1%-48.7pp | 68.1%-34.7pp |
| Annual return | 21.27% | 27.49%-6.2pp | 70.43%-49.2pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,158 | $3,417-66.1% | $4,593-74.8% | $2,552-54.6% |
| Participant deferral / active EE | $2,274 | $6,496-65.0% | $7,906-71.2% | $4,126-44.9% |
| Admin fee / account holder | $610 | $8,415-92.8% | $13,708-95.6% | $7,339-91.7% |