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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 | $39,681 | $95,453-58.4% | $112,040-64.6% | $82,448-51.9% |
| Participation rate | 63.4% | 72.8%-9.3pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 17.11% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,184 | $2,318-48.9% | $2,954-59.9% | $2,551-53.6% |
| Participant deferral / active EE | $1,946 | $4,224-53.9% | $5,098-61.8% | $4,139-53.0% |
| Admin fee / account holder | $1,003 | $9,013-88.9% | $12,098-91.7% | $7,234-86.1% |