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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 | $46,381 | $81,504-43.1% | $102,437-54.7% | $80,959-42.7% |
| Participation rate | 26.7% | 66.9%-40.2pp | 74.5%-47.8pp | 67.7%-41.0pp |
| Annual return | 12.48% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,551 | $3,104-50.0% | $3,871-59.9% | $2,757-43.7% |
| Participant deferral / active EE | $700 | $3,871-81.9% | $5,060-86.2% | $4,300-83.7% |
| Admin fee / account holder | $2,724 | $6,719-59.5% | $8,388-67.5% | $6,925-60.7% |