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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 | $36,427 | $65,712-44.6% | $57,196-36.3% | $273,972-86.7% |
| Participation rate | 37.5% | 78.3%-40.8pp | 75.3%-37.8pp | 83.0%-45.5pp |
| Annual return | 8.29% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,011 | $3,280-69.2% | $2,683-62.3% | $4,869-79.2% |
| Participant deferral / active EE | $609 | $3,782-83.9% | $3,096-80.3% | $5,287-88.5% |
| Admin fee / account holder | $3,865 | $4,838-20.1% | $3,141+23.1% | $10,133-61.9% |