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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 | $36,603 | $108,825-66.4% | $156,181-76.6% | $82,448-55.6% |
| Participation rate | 46.4% | 72.4%-25.9pp | 78.8%-32.4pp | 68.1%-21.6pp |
| Annual return | 19.32% | 20.59%-1.3pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,061 | $2,870-63.0% | $4,294-75.3% | $2,551-58.4% |
| Participant deferral / active EE | $1,819 | $4,577-60.3% | $6,132-70.3% | $4,139-56.0% |
| Admin fee / account holder | $358 | $9,341-96.2% | $14,586-97.5% | $7,234-95.1% |