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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 | $31,176 | $93,598-66.7% | $135,974-77.1% | $75,173-58.5% |
| Participation rate | 54.2% | 75.2%-21.0pp | 81.9%-27.8pp | 67.2%-13.0pp |
| Annual return | 23.22% | 30.89%-7.7pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $1,669 | $3,538-52.8% | $4,859-65.7% | $2,671-37.5% |
| Participant deferral / active EE | $2,447 | $6,405-61.8% | $7,760-68.5% | $4,126-40.7% |
| Admin fee / account holder | $1,500 | $6,978-78.5% | $10,767-86.1% | $5,651-73.5% |