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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 | $53,043 | $127,387-58.4% | $115,038-53.9% | $125,389-57.7% |
| Participation rate | 30.8% | 84.2%-53.4pp | 81.4%-50.6pp | 83.2%-52.4pp |
| Annual return | 5.92% | 31.28%-25.4pp | 26.14%-20.2pp | 282.24%-276.3pp |
| Employer contribution / active EE | $1,483 | $5,166-71.3% | $4,608-67.8% | $4,866-69.5% |
| Participant deferral / active EE | $1,787 | $6,423-72.2% | $6,026-70.3% | $5,352-66.6% |
| Admin fee / account holder | $3,191 | $9,516-66.5% | $8,175-61.0% | $9,541-66.6% |