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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 | $32,270 | $106,749-69.8% | $145,433-77.8% | $82,448-60.9% |
| Participation rate | 64.4% | 75.6%-11.2pp | 82.1%-17.7pp | 68.1%-3.7pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,872 | $3,444-45.7% | $4,554-58.9% | $2,551-26.6% |
| Participant deferral / active EE | $2,401 | $6,519-63.2% | $7,897-69.6% | $4,139-42.0% |
| Admin fee / account holder | $952 | $8,390-88.7% | $13,129-92.7% | $7,234-86.8% |