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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 | $35,778 | $95,453-62.5% | $112,040-68.1% | $82,448-56.6% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.5%-36.5pp | 68.1%-28.1pp |
| Annual return | 14.23% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,092 | $2,318-52.9% | $2,954-63.0% | $2,551-57.2% |
| Participant deferral / active EE | $1,918 | $4,224-54.6% | $5,098-62.4% | $4,139-53.7% |
| Admin fee / account holder | $2,884 | $9,013-68.0% | $12,098-76.2% | $7,234-60.1% |