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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 | $95,404-39.4% | $113,397-49.0% | $82,637-30.0% |
| Participation rate | 37.9% | 72.8%-34.9pp | 76.5%-38.6pp | 68.1%-30.1pp |
| Annual return | 24.34% | 19.08%+5.3pp | 23.20%+1.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $1,340 | $2,307-41.9% | $2,977-55.0% | $2,552-47.5% |
| Participant deferral / active EE | $1,807 | $4,220-57.2% | $5,076-64.4% | $4,126-56.2% |
| Admin fee / account holder | $648 | $9,168-92.9% | $11,957-94.6% | $7,339-91.2% |