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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 | $29,295 | $76,551-61.7% | $123,894-76.4% | $62,881-53.4% |
| Participation rate | 52.9% | 73.0%-20.1pp | 81.4%-28.5pp | 69.3%-16.4pp |
| Annual return | 18.61% | 18.68%-0.1pp | 47.52%-28.9pp | 20.14%-1.5pp |
| Employer contribution / active EE | $1,926 | $2,882-33.2% | $4,617-58.3% | $2,281-15.6% |
| Participant deferral / active EE | $1,210 | $4,840-75.0% | $5,984-79.8% | $3,203-62.2% |
| Admin fee / account holder | $1,576 | $4,826-67.3% | $8,357-81.1% | $4,296-63.3% |