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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 | $52,331 | $63,365-17.4% | $91,994-43.1% | $72,975-28.3% |
| Participation rate | 31.0% | 72.5%-41.5pp | 78.6%-47.6pp | 69.5%-38.5pp |
| Annual return | 20.41% | 35.35%-14.9pp | 69.04%-48.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,031 | $2,116-51.3% | $3,453-70.1% | $2,440-57.7% |
| Participant deferral / active EE | $1,555 | $4,883-68.2% | $5,924-73.7% | $3,608-56.9% |
| Admin fee / account holder | $969 | $4,670-79.2% | $7,744-87.5% | $5,124-81.1% |