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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 | $27,180 | $63,365-57.1% | $91,994-70.5% | $72,975-62.8% |
| Participation rate | 51.4% | 72.5%-21.2pp | 78.6%-27.3pp | 69.5%-18.1pp |
| Annual return | 24.54% | 35.35%-10.8pp | 69.04%-44.5pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,642 | $2,116-22.4% | $3,453-52.4% | $2,440-32.7% |
| Participant deferral / active EE | $2,070 | $4,883-57.6% | $5,924-65.1% | $3,608-42.6% |
| Admin fee / account holder | $1,052 | $4,670-77.5% | $7,744-86.4% | $5,124-79.5% |