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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 | $46,390 | $92,219-49.7% | $76,766-39.6% | $135,382-65.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 7.85% | 5.46%+2.4pp | 2.43%+5.4pp | 519.77%-511.9pp |
| Employer contribution / active EE | $687 | $3,216-78.6% | $2,485-72.3% | $4,779-85.6% |
| Participant deferral / active EE | $830 | $4,508-81.6% | $3,851-78.4% | $5,609-85.2% |
| Admin fee / account holder | $338 | $10,749-96.9% | $6,675-94.9% | $10,829-96.9% |