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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 | $68,760 | $115,931-40.7% | $185,441-62.9% | $86,983-20.9% |
| Participation rate | 54.0% | 73.6%-19.6pp | 80.3%-26.2pp | 69.5%-15.5pp |
| Annual return | 14.84% | 21.47%-6.6pp | 20.16%-5.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,586 | $2,937-46.0% | $4,672-66.1% | $2,584-38.6% |
| Participant deferral / active EE | $1,897 | $4,551-58.3% | $6,152-69.2% | $4,194-54.8% |
| Admin fee / account holder | $1,711 | $10,687-84.0% | $17,890-90.4% | $7,856-78.2% |