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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 | $71,372 | $106,749-33.1% | $145,433-50.9% | $82,448-13.4% |
| Participation rate | 55.4% | 75.6%-20.2pp | 82.1%-26.7pp | 68.1%-12.6pp |
| Annual return | 16.87% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,073 | $3,444-68.8% | $4,554-76.4% | $2,551-57.9% |
| Participant deferral / active EE | $2,189 | $6,519-66.4% | $7,897-72.3% | $4,139-47.1% |
| Admin fee / account holder | $1,502 | $8,390-82.1% | $13,129-88.6% | $7,234-79.2% |