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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 | $44,027 | $73,787-40.3% | $98,716-55.4% | $82,448-46.6% |
| Participation rate | 16.7% | 61.4%-44.7pp | 69.3%-52.6pp | 68.1%-51.4pp |
| Annual return | 15.47% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $344 | $1,511-77.2% | $2,279-84.9% | $2,551-86.5% |
| Participant deferral / active EE | $678 | $3,081-78.0% | $4,048-83.3% | $4,139-83.6% |
| Admin fee / account holder | $4,612 | $6,500-29.0% | $8,703-47.0% | $7,234-36.2% |