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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 | $43,745 | $73,988-40.9% | $96,538-54.7% | $75,177-41.8% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 17.46% | 26.73%-9.3pp | 35.74%-18.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $826 | $2,930-71.8% | $3,740-77.9% | $2,671-69.1% |
| Participant deferral / active EE | $1,044 | $3,660-71.5% | $4,880-78.6% | $4,126-74.7% |
| Admin fee / account holder | $1,675 | $5,220-67.9% | $6,737-75.1% | $5,651-70.4% |