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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 | $37,822 | $101,778-62.8% | $164,975-77.1% | $80,925-53.3% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.7%-30.2pp |
| Annual return | 13.87% | 16.73%-2.9pp | 70.12%-56.3pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,610 | $2,954-45.5% | $4,343-62.9% | $2,756-41.6% |
| Participant deferral / active EE | $1,761 | $4,477-60.7% | $6,033-70.8% | $4,299-59.0% |
| Admin fee / account holder | $3,280 | $8,221-60.1% | $12,688-74.1% | $6,940-52.7% |