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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 | $37,964 | $114,712-66.9% | $173,730-78.1% | $87,485-56.6% |
| Participation rate | 40.5% | 73.0%-32.5pp | 79.6%-39.1pp | 68.9%-28.5pp |
| Annual return | 15.40% | 20.18%-4.8pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,095 | $2,904-62.3% | $4,577-76.1% | $2,596-57.8% |
| Participant deferral / active EE | $1,880 | $4,642-59.5% | $6,326-70.3% | $4,274-56.0% |
| Admin fee / account holder | $1,078 | $10,210-89.4% | $17,523-93.8% | $7,775-86.1% |