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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 | $106,524-54.4% | $152,301-68.1% | $87,485-44.5% |
| Participation rate | 32.1% | 75.8%-43.7pp | 82.4%-50.4pp | 68.9%-36.9pp |
| Annual return | 16.80% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $783 | $3,371-76.8% | $4,624-83.1% | $2,596-69.8% |
| Participant deferral / active EE | $2,413 | $6,525-63.0% | $8,004-69.8% | $4,274-43.5% |
| Admin fee / account holder | $2,740 | $8,287-66.9% | $14,398-81.0% | $7,775-64.8% |