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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 | $41,064 | $106,749-61.5% | $145,433-71.8% | $82,448-50.2% |
| Participation rate | 39.1% | 75.6%-36.5pp | 82.1%-43.0pp | 68.1%-28.9pp |
| Annual return | 18.50% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,137 | $3,444-67.0% | $4,554-75.0% | $2,551-55.4% |
| Participant deferral / active EE | $2,132 | $6,519-67.3% | $7,897-73.0% | $4,139-48.5% |
| Admin fee / account holder | $1,160 | $8,390-86.2% | $13,129-91.2% | $7,234-84.0% |