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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 | $50,940 | $77,523-34.3% | $100,383-49.3% | $80,874-37.0% |
| Participation rate | 34.2% | 77.0%-42.7pp | 81.5%-47.3pp | 67.6%-33.4pp |
| Annual return | 17.37% | 37.21%-19.8pp | 49.26%-31.9pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,038 | $2,801-63.0% | $3,944-73.7% | $2,756-62.3% |
| Participant deferral / active EE | $2,374 | $6,822-65.2% | $8,086-70.6% | $4,297-44.8% |
| Admin fee / account holder | $959 | $5,899-83.7% | $7,900-87.9% | $6,935-86.2% |