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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 | $30,094 | $106,524-71.7% | $152,301-80.2% | $87,485-65.6% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.4%-44.0pp | 68.9%-30.5pp |
| Annual return | 15.33% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,396 | $3,371-58.6% | $4,624-69.8% | $2,596-46.2% |
| Participant deferral / active EE | $2,388 | $6,525-63.4% | $8,004-70.2% | $4,274-44.1% |
| Admin fee / account holder | $991 | $8,287-88.0% | $14,398-93.1% | $7,775-87.3% |