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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 | $72,944 | $124,425-41.4% | $112,040-34.9% | $137,256-46.9% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 12.71% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,206 | $3,411-64.6% | $2,954-59.2% | $4,156-71.0% |
| Participant deferral / active EE | $1,302 | $5,718-77.2% | $5,098-74.5% | $6,407-79.7% |
| Admin fee / account holder | $2,056 | $15,207-86.5% | $12,098-83.0% | $12,270-83.2% |