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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 | $35,503 | $106,864-66.8% | $147,318-75.9% | $82,637-57.0% |
| Participation rate | 44.8% | 75.5%-30.7pp | 82.1%-37.2pp | 68.1%-23.2pp |
| Annual return | 18.16% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,572 | $3,417-54.0% | $4,593-65.8% | $2,552-38.4% |
| Participant deferral / active EE | $2,345 | $6,496-63.9% | $7,906-70.3% | $4,126-43.2% |
| Admin fee / account holder | $1,592 | $8,415-81.1% | $13,708-88.4% | $7,339-78.3% |