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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 | $57,835 | $100,194-42.3% | $122,979-53.0% | $86,983-33.5% |
| Participation rate | 37.9% | 73.0%-35.0pp | 77.2%-39.3pp | 69.5%-31.6pp |
| Annual return | 24.34% | 16.47%+7.9pp | 20.12%+4.2pp | 25.83%-1.5pp |
| Employer contribution / active EE | $1,340 | $2,326-42.4% | $3,062-56.2% | $2,584-48.1% |
| Participant deferral / active EE | $1,807 | $4,133-56.3% | $5,003-63.9% | $4,194-56.9% |
| Admin fee / account holder | $648 | $10,148-93.6% | $12,864-95.0% | $7,856-91.8% |