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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 | $45,174 | $94,031-52.0% | $115,768-61.0% | $82,448-45.2% |
| Participation rate | 37.9% | 70.4%-32.5pp | 74.4%-36.5pp | 68.1%-30.1pp |
| Annual return | 17.71% | 20.61%-2.9pp | 100.46%-82.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,015 | $2,323-56.3% | $2,940-65.5% | $2,551-60.2% |
| Participant deferral / active EE | $1,670 | $3,972-58.0% | $4,917-66.0% | $4,139-59.7% |
| Admin fee / account holder | $851 | $10,249-91.7% | $12,439-93.2% | $7,234-88.2% |