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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 | $65,566 | $106,749-38.6% | $145,433-54.9% | $82,448-20.5% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 18.36% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,188 | $3,444-65.5% | $4,554-73.9% | $2,551-53.4% |
| Participant deferral / active EE | $2,051 | $6,519-68.5% | $7,897-74.0% | $4,139-50.4% |
| Admin fee / account holder | $5,157 | $8,390-38.5% | $13,129-60.7% | $7,234-28.7% |