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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 | $42,643 | $106,749-60.1% | $145,433-70.7% | $82,448-48.3% |
| Participation rate | 46.9% | 75.6%-28.7pp | 82.1%-35.2pp | 68.1%-21.1pp |
| Annual return | 16.65% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,188 | $3,444-65.5% | $4,554-73.9% | $2,551-53.4% |
| Participant deferral / active EE | $2,322 | $6,519-64.4% | $7,897-70.6% | $4,139-43.9% |
| Admin fee / account holder | $622 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |