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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 | $77,460-34.2% | $100,378-49.3% | $80,925-37.1% |
| Participation rate | 34.2% | 76.9%-42.7pp | 81.5%-47.3pp | 67.7%-33.4pp |
| Annual return | 17.37% | 37.24%-19.9pp | 49.41%-32.0pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,038 | $2,801-63.0% | $3,942-73.7% | $2,756-62.4% |
| Participant deferral / active EE | $2,374 | $6,818-65.2% | $8,087-70.6% | $4,299-44.8% |
| Admin fee / account holder | $959 | $5,887-83.7% | $7,899-87.9% | $6,940-86.2% |