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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 | $47,169 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,022 | $3,444-70.3% | $4,554-77.6% | $2,551-59.9% |
| Participant deferral / active EE | $2,354 | $6,519-63.9% | $7,897-70.2% | $4,139-43.1% |
| Admin fee / account holder | $1,196 | $8,390-85.7% | $13,129-90.9% | $7,234-83.5% |