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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 | $68,661 | $93,064-26.2% | $74,577-7.9% | $273,972-74.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 8.08% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,338 | $3,160-26.0% | $2,525-7.4% | $4,869-52.0% |
| Participant deferral / active EE | $175 | $4,160-95.8% | $3,458-95.0% | $5,287-96.7% |
| Admin fee / account holder | $402 | $5,273-92.4% | $4,138-90.3% | $10,133-96.0% |