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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 | $35,764 | $106,749-66.5% | $145,433-75.4% | $82,448-56.6% |
| Participation rate | 58.2% | 75.6%-17.4pp | 82.1%-23.9pp | 68.1%-9.8pp |
| Annual return | 15.32% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,374 | $3,444-60.1% | $4,554-69.8% | $2,551-46.1% |
| Participant deferral / active EE | $2,333 | $6,519-64.2% | $7,897-70.5% | $4,139-43.6% |
| Admin fee / account holder | $4,459 | $8,390-46.9% | $13,129-66.0% | $7,234-38.4% |