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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 | $48,672 | $110,137-55.8% | $161,149-69.8% | $82,637-41.1% |
| Participation rate | 26.0% | 72.4%-46.4pp | 78.8%-52.8pp | 68.1%-42.1pp |
| Annual return | 16.45% | 20.69%-4.2pp | 21.16%-4.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $813 | $2,856-71.5% | $4,360-81.4% | $2,552-68.1% |
| Participant deferral / active EE | $1,996 | $4,575-56.4% | $6,153-67.6% | $4,126-51.6% |
| Admin fee / account holder | $6,111 | $9,467-35.4% | $15,194-59.8% | $7,339-16.7% |