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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 | $61,569 | $87,733-29.8% | $106,555-42.2% | $85,847-28.3% |
| Participation rate | 40.0% | 71.9%-31.9pp | 76.1%-36.1pp | 69.3%-29.3pp |
| Annual return | 11.75% | 21.86%-10.1pp | 26.80%-15.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,101 | $2,073-46.9% | $2,819-61.0% | $2,565-57.1% |
| Participant deferral / active EE | $1,269 | $3,469-63.4% | $4,399-71.2% | $3,952-67.9% |
| Admin fee / account holder | $698 | $6,767-89.7% | $7,408-90.6% | $6,261-88.9% |