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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 | $43,992 | $124,425-64.6% | $112,040-60.7% | $137,256-67.9% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 12.72% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $976 | $3,411-71.4% | $2,954-67.0% | $4,156-76.5% |
| Participant deferral / active EE | $982 | $5,718-82.8% | $5,098-80.7% | $6,407-84.7% |
| Admin fee / account holder | $7,378 | $15,207-51.5% | $12,098-39.0% | $12,270-39.9% |