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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 | $48,137 | $114,712-58.0% | $173,730-72.3% | $87,485-45.0% |
| Participation rate | 37.9% | 73.0%-35.1pp | 79.6%-41.6pp | 68.9%-31.0pp |
| Annual return | 17.92% | 20.18%-2.3pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,151 | $2,904-60.4% | $4,577-74.8% | $2,596-55.7% |
| Participant deferral / active EE | $1,669 | $4,642-64.0% | $6,326-73.6% | $4,274-61.0% |
| Admin fee / account holder | $2,347 | $10,210-77.0% | $17,523-86.6% | $7,775-69.8% |