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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 | $28,471 | $106,749-73.3% | $145,433-80.4% | $82,448-65.5% |
| Participation rate | 42.3% | 75.6%-33.3pp | 82.1%-39.8pp | 68.1%-25.8pp |
| Annual return | 14.77% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,257 | $3,444-63.5% | $4,554-72.4% | $2,551-50.7% |
| Participant deferral / active EE | $2,307 | $6,519-64.6% | $7,897-70.8% | $4,139-44.3% |
| Admin fee / account holder | $1,115 | $8,390-86.7% | $13,129-91.5% | $7,234-84.6% |