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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 | $35,993 | $106,749-66.3% | $145,433-75.3% | $82,448-56.3% |
| Participation rate | 60.3% | 75.6%-15.3pp | 82.1%-21.8pp | 68.1%-7.8pp |
| Annual return | 18.82% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,401 | $3,444-59.3% | $4,554-69.2% | $2,551-45.1% |
| Participant deferral / active EE | $1,960 | $6,519-69.9% | $7,897-75.2% | $4,139-52.6% |
| Admin fee / account holder | $2,407 | $8,390-71.3% | $13,129-81.7% | $7,234-66.7% |