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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 | $45,191 | $77,460-41.7% | $100,378-55.0% | $80,925-44.2% |
| Participation rate | 30.8% | 76.9%-46.2pp | 81.5%-50.7pp | 67.7%-36.9pp |
| Annual return | 13.18% | 37.24%-24.1pp | 49.41%-36.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $858 | $2,801-69.4% | $3,942-78.2% | $2,756-68.9% |
| Participant deferral / active EE | $1,879 | $6,818-72.4% | $8,087-76.8% | $4,299-56.3% |
| Admin fee / account holder | $3,266 | $5,887-44.5% | $7,899-58.7% | $6,940-52.9% |