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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 | $31,349 | $60,349-48.1% | $74,184-57.7% | $62,881-50.1% |
| Participation rate | 27.0% | 72.7%-45.7pp | 76.6%-49.6pp | 69.3%-42.3pp |
| Annual return | 11.28% | 21.38%-10.1pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $677 | $1,680-59.7% | $2,370-71.5% | $2,281-70.3% |
| Participant deferral / active EE | $1,156 | $2,856-59.5% | $3,550-67.4% | $3,203-63.9% |
| Admin fee / account holder | $2,770 | $4,261-35.0% | $5,586-50.4% | $4,296-35.5% |