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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 | $25,196 | $76,551-67.1% | $123,894-79.7% | $62,881-59.9% |
| Participation rate | 46.9% | 73.0%-26.1pp | 81.4%-34.5pp | 69.3%-22.4pp |
| Annual return | 6.58% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,350 | $2,882-53.2% | $4,617-70.8% | $2,281-40.8% |
| Participant deferral / active EE | $1,737 | $4,840-64.1% | $5,984-71.0% | $3,203-45.8% |
| Admin fee / account holder | $761 | $4,826-84.2% | $8,357-90.9% | $4,296-82.3% |