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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 | $114,712-40.1% | $173,730-60.4% | $87,485-21.4% |
| Participation rate | 54.0% | 73.0%-19.0pp | 79.6%-25.5pp | 68.9%-14.9pp |
| Annual return | 14.84% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,586 | $2,904-45.4% | $4,577-65.3% | $2,596-38.9% |
| Participant deferral / active EE | $1,897 | $4,642-59.1% | $6,326-70.0% | $4,274-55.6% |
| Admin fee / account holder | $1,711 | $10,210-83.2% | $17,523-90.2% | $7,775-78.0% |