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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 | $54,141 | $161,352-66.4% | $134,172-59.6% | $137,256-60.6% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 21.16% | 28.72%-7.6pp | 25.30%-4.1pp | 220.34%-199.2pp |
| Employer contribution / active EE | $871 | $4,099-78.8% | $3,420-74.5% | $4,156-79.0% |
| Participant deferral / active EE | $1,275 | $5,552-77.0% | $4,690-72.8% | $6,407-80.1% |
| Admin fee / account holder | $4,727 | $15,028-68.5% | $12,016-60.7% | $12,270-61.5% |