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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 | $21,604 | $81,446-73.5% | $103,374-79.1% | $80,874-73.3% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 11.15% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,036 | $3,107-66.6% | $3,869-73.2% | $2,756-62.4% |
| Participant deferral / active EE | $1,041 | $3,870-73.1% | $5,058-79.4% | $4,297-75.8% |
| Admin fee / account holder | $3,917 | $6,715-41.7% | $8,394-53.3% | $6,935-43.5% |