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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 | $51,812 | $181,896-71.5% | $156,551-66.9% | $273,972-81.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,364 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $1,384 | $5,550-75.1% | $4,871-71.6% | $5,287-73.8% |
| Admin fee / account holder | $2,086 | $15,560-86.6% | $13,028-84.0% | $10,133-79.4% |