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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 | $34,601 | $101,798-66.0% | $165,071-79.0% | $80,935-57.2% |
| Participation rate | 27.3% | 71.8%-44.6pp | 78.6%-51.4pp | 67.7%-40.4pp |
| Annual return | 15.74% | 16.73%-1.0pp | 70.17%-54.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,151 | $2,954-61.0% | $4,347-73.5% | $2,757-58.2% |
| Participant deferral / active EE | $1,692 | $4,476-62.2% | $6,035-72.0% | $4,299-60.7% |
| Admin fee / account holder | $2,059 | $8,221-75.0% | $12,695-83.8% | $6,924-70.3% |