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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 | $59,329 | $79,955-25.8% | $98,461-39.7% | $75,173-21.1% |
| Participation rate | 42.3% | 70.4%-28.1pp | 75.2%-32.9pp | 67.2%-24.9pp |
| Annual return | 15.81% | 19.75%-3.9pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,253 | $2,264-44.6% | $3,049-58.9% | $2,671-53.1% |
| Participant deferral / active EE | $1,480 | $3,752-60.6% | $4,738-68.8% | $4,126-64.1% |
| Admin fee / account holder | $646 | $6,841-90.6% | $8,961-92.8% | $5,651-88.6% |