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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 | $45,289 | $73,955-38.8% | $96,520-53.1% | $75,181-39.8% |
| Participation rate | 53.1% | 66.4%-13.4pp | 74.3%-21.3pp | 67.2%-14.1pp |
| Annual return | 13.25% | 26.72%-13.5pp | 35.72%-22.5pp | 160.69%-147.4pp |
| Employer contribution / active EE | $772 | $2,930-73.6% | $3,739-79.3% | $2,671-71.1% |
| Participant deferral / active EE | $1,266 | $3,659-65.4% | $4,879-74.0% | $4,126-69.3% |
| Admin fee / account holder | $4,118 | $5,217-21.1% | $6,733-38.8% | $5,650-27.1% |