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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 | $27,475 | $106,524-74.2% | $152,301-82.0% | $87,485-68.6% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.4%-27.9pp | 68.9%-14.4pp |
| Annual return | 15.30% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,558 | $3,371-53.8% | $4,624-66.3% | $2,596-40.0% |
| Participant deferral / active EE | $2,111 | $6,525-67.6% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $2,175 | $8,287-73.8% | $14,398-84.9% | $7,775-72.0% |