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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 | $106,864-62.3% | $147,318-72.6% | $82,637-51.2% |
| Participation rate | 41.2% | 75.5%-34.3pp | 82.1%-40.9pp | 68.1%-26.9pp |
| Annual return | 15.38% | 27.49%-12.1pp | 70.43%-55.1pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,044 | $3,417-69.4% | $4,593-77.3% | $2,552-59.1% |
| Participant deferral / active EE | $2,073 | $6,496-68.1% | $7,906-73.8% | $4,126-49.8% |
| Admin fee / account holder | $6,616 | $8,415-21.4% | $13,708-51.7% | $7,339-9.8% |