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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 | $106,524-59.6% | $152,301-71.7% | $87,485-50.8% |
| Participation rate | 47.7% | 75.8%-28.0pp | 82.4%-34.7pp | 68.9%-21.2pp |
| Annual return | 33.50% | 26.89%+6.6pp | 80.50%-47.0pp | 26.06%+7.4pp |
| Employer contribution / active EE | $1,259 | $3,371-62.7% | $4,624-72.8% | $2,596-51.5% |
| Participant deferral / active EE | $2,054 | $6,525-68.5% | $8,004-74.3% | $4,274-51.9% |
| Admin fee / account holder | $2,391 | $8,287-71.1% | $14,398-83.4% | $7,775-69.2% |