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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 | $31,907 | $106,524-70.0% | $152,301-79.1% | $87,485-63.5% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 17.23% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,255 | $3,371-33.1% | $4,624-51.2% | $2,596-13.1% |
| Participant deferral / active EE | $2,430 | $6,525-62.8% | $8,004-69.6% | $4,274-43.1% |
| Admin fee / account holder | $4,784 | $8,287-42.3% | $14,398-66.8% | $7,775-38.5% |