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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 | $58,410 | $118,488-50.7% | $98,462-40.7% | $139,487-58.1% |
| Participation rate | 69.6% | 77.5%-7.9pp | 75.2%-5.6pp | 80.3%-10.8pp |
| Annual return | 12.71% | 18.96%-6.3pp | 21.17%-8.5pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,082 | $3,611-70.0% | $3,049-64.5% | $4,755-77.2% |
| Participant deferral / active EE | $1,421 | $5,393-73.6% | $4,738-70.0% | $6,713-78.8% |
| Admin fee / account holder | $1,589 | $13,868-88.5% | $8,875-82.1% | $11,407-86.1% |