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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 | $67,358 | $106,749-36.9% | $145,433-53.7% | $82,448-18.3% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 18.24% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,127 | $3,444-67.3% | $4,554-75.2% | $2,551-55.8% |
| Participant deferral / active EE | $2,248 | $6,519-65.5% | $7,897-71.5% | $4,139-45.7% |
| Admin fee / account holder | $9,364 | $8,390+11.6% | $13,129-28.7% | $7,234+29.4% |