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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 | $31,512 | $93,598-66.3% | $135,974-76.8% | $75,173-58.1% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.3pp | 67.2%-20.5pp |
| Annual return | 18.18% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,034 | $3,538-70.8% | $4,859-78.7% | $2,671-61.3% |
| Participant deferral / active EE | $2,203 | $6,405-65.6% | $7,760-71.6% | $4,126-46.6% |
| Admin fee / account holder | $2,746 | $6,978-60.6% | $10,767-74.5% | $5,651-51.4% |