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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 | $43,259 | $76,551-43.5% | $123,894-65.1% | $62,881-31.2% |
| Participation rate | 52.4% | 73.0%-20.5pp | 81.4%-29.0pp | 69.3%-16.9pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $796 | $2,882-72.4% | $4,617-82.8% | $2,281-65.1% |
| Participant deferral / active EE | $1,837 | $4,840-62.1% | $5,984-69.3% | $3,203-42.7% |
| Admin fee / account holder | $769 | $4,826-84.1% | $8,357-90.8% | $4,296-82.1% |