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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 | $37,702 | $72,177-47.8% | $115,037-67.2% | $59,633-36.8% |
| Participation rate | 30.0% | 72.6%-42.6pp | 81.4%-51.4pp | 68.7%-38.7pp |
| Annual return | 7.42% | 12.02%-4.6pp | 26.14%-18.7pp | 2041.40%-2034.0pp |
| Employer contribution / active EE | $893 | $2,841-68.6% | $4,608-80.6% | $2,203-59.5% |
| Participant deferral / active EE | $1,608 | $4,783-66.4% | $6,026-73.3% | $3,192-49.6% |
| Admin fee / account holder | $1,384 | $4,927-71.9% | $8,175-83.1% | $4,297-67.8% |