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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 | $57,802 | $87,834-34.2% | $133,975-56.9% | $62,881-8.1% |
| Participation rate | 48.3% | 83.4%-35.1pp | 87.1%-38.8pp | 69.3%-21.0pp |
| Annual return | 11.16% | 12.05%-0.9pp | 29.29%-18.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,322 | $3,482-62.0% | $5,211-74.6% | $2,281-42.0% |
| Participant deferral / active EE | $1,975 | $4,812-58.9% | $6,282-68.6% | $3,203-38.3% |
| Admin fee / account holder | $1,227 | $5,372-77.2% | $9,324-86.8% | $4,296-71.4% |