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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 | $53,967 | $56,287-4.1% | $80,977-33.4% | $62,881-14.2% |
| Participation rate | 30.1% | 68.9%-38.8pp | 75.8%-45.7pp | 69.3%-39.2pp |
| Annual return | 9.26% | 22.13%-12.9pp | 17.11%-7.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,878 | $1,943-3.3% | $3,715-49.4% | $2,281-17.7% |
| Participant deferral / active EE | $1,696 | $4,196-59.6% | $5,696-70.2% | $3,203-47.0% |
| Admin fee / account holder | $586 | $3,742-84.3% | $5,517-89.4% | $4,296-86.4% |