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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 | $22,346 | $81,504-72.6% | $102,437-78.2% | $80,959-72.4% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 16.80% | 25.60%-8.8pp | 24.95%-8.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,193 | $3,104-61.6% | $3,871-69.2% | $2,757-56.7% |
| Participant deferral / active EE | $1,202 | $3,871-68.9% | $5,060-76.2% | $4,300-72.0% |
| Admin fee / account holder | $592 | $6,719-91.2% | $8,388-92.9% | $6,925-91.4% |