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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 | $54,825 | $95,453-42.6% | $112,040-51.1% | $82,448-33.5% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 15.82% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,127 | $2,318-8.2% | $2,954-28.0% | $2,551-16.6% |
| Participant deferral / active EE | $856 | $4,224-79.7% | $5,098-83.2% | $4,139-79.3% |
| Admin fee / account holder | $5,959 | $9,013-33.9% | $12,098-50.7% | $7,234-17.6% |