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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 | $40,312 | $106,749-62.2% | $145,433-72.3% | $82,448-51.1% |
| Participation rate | 41.2% | 75.6%-34.5pp | 82.1%-40.9pp | 68.1%-26.9pp |
| Annual return | 15.38% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,044 | $3,444-69.7% | $4,554-77.1% | $2,551-59.1% |
| Participant deferral / active EE | $2,073 | $6,519-68.2% | $7,897-73.8% | $4,139-49.9% |
| Admin fee / account holder | $6,616 | $8,390-21.1% | $13,129-49.6% | $7,234-8.5% |