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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 | $51,183 | $106,749-52.1% | $145,433-64.8% | $82,448-37.9% |
| Participation rate | 38.4% | 75.6%-37.3pp | 82.1%-43.7pp | 68.1%-29.7pp |
| Annual return | 17.50% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,267 | $3,444-63.2% | $4,554-72.2% | $2,551-50.3% |
| Participant deferral / active EE | $2,339 | $6,519-64.1% | $7,897-70.4% | $4,139-43.5% |
| Admin fee / account holder | $8,726 | $8,390+4.0% | $13,129-33.5% | $7,234+20.6% |