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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 | $106,749-70.1% | $145,433-78.1% | $82,448-61.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 17.23% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,255 | $3,444-34.5% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $2,430 | $6,519-62.7% | $7,897-69.2% | $4,139-41.3% |
| Admin fee / account holder | $4,784 | $8,390-43.0% | $13,129-63.6% | $7,234-33.9% |