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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 | $32,543 | $106,524-69.5% | $152,301-78.6% | $87,485-62.8% |
| Participation rate | 20.3% | 75.8%-55.4pp | 82.4%-62.1pp | 68.9%-48.6pp |
| Annual return | 18.44% | 26.89%-8.4pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $746 | $3,371-77.9% | $4,624-83.9% | $2,596-71.3% |
| Participant deferral / active EE | $1,605 | $6,525-75.4% | $8,004-79.9% | $4,274-62.4% |
| Admin fee / account holder | $3,917 | $8,287-52.7% | $14,398-72.8% | $7,775-49.6% |