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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 | $48,591 | $106,749-54.5% | $145,433-66.6% | $82,448-41.1% |
| Participation rate | 32.1% | 75.6%-43.6pp | 82.1%-50.0pp | 68.1%-36.0pp |
| Annual return | 16.80% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $783 | $3,444-77.3% | $4,554-82.8% | $2,551-69.3% |
| Participant deferral / active EE | $2,413 | $6,519-63.0% | $7,897-69.4% | $4,139-41.7% |
| Admin fee / account holder | $2,740 | $8,390-67.3% | $13,129-79.1% | $7,234-62.1% |