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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 | $52,778 | $71,534-26.2% | $98,462-46.4% | $71,529-26.2% |
| Participation rate | 29.0% | 72.7%-43.7pp | 75.2%-46.1pp | 67.9%-38.9pp |
| Annual return | 17.53% | 32.44%-14.9pp | 21.17%-3.6pp | 28.97%-11.4pp |
| Employer contribution / active EE | $783 | $2,399-67.3% | $3,049-74.3% | $2,590-69.7% |
| Participant deferral / active EE | $1,550 | $4,109-62.3% | $4,738-67.3% | $4,291-63.9% |
| Admin fee / account holder | $4,310 | $1,677+157.1% | $8,875-51.4% | $1,588+171.3% |