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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 | $25,861 | $81,487-68.3% | $102,412-74.7% | $80,935-68.0% |
| Participation rate | 51.4% | 66.8%-15.5pp | 74.5%-23.2pp | 67.7%-16.3pp |
| Annual return | 13.72% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,285 | $3,103+5.9% | $3,870-15.1% | $2,757+19.2% |
| Participant deferral / active EE | $1,373 | $3,871-64.5% | $5,060-72.9% | $4,299-68.1% |
| Admin fee / account holder | $3,199 | $6,717-52.4% | $8,388-61.9% | $6,924-53.8% |