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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 | $40,052 | $81,476-50.8% | $102,383-60.9% | $80,925-50.5% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.7%-40.4pp |
| Annual return | 13.48% | 25.59%-12.1pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $796 | $3,105-74.4% | $3,870-79.4% | $2,756-71.1% |
| Participant deferral / active EE | $1,556 | $3,871-59.8% | $5,060-69.2% | $4,299-63.8% |
| Admin fee / account holder | $3,072 | $6,717-54.3% | $8,391-63.4% | $6,940-55.7% |