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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 | $43,035 | $106,749-59.7% | $145,433-70.4% | $82,448-47.8% |
| Participation rate | 47.7% | 75.6%-27.9pp | 82.1%-34.4pp | 68.1%-20.3pp |
| Annual return | 33.50% | 27.59%+5.9pp | 66.58%-33.1pp | 41.64%-8.1pp |
| Employer contribution / active EE | $1,259 | $3,444-63.5% | $4,554-72.4% | $2,551-50.7% |
| Participant deferral / active EE | $2,054 | $6,519-68.5% | $7,897-74.0% | $4,139-50.4% |
| Admin fee / account holder | $2,391 | $8,390-71.5% | $13,129-81.8% | $7,234-66.9% |