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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 | $64,883 | $124,425-47.9% | $112,040-42.1% | $137,256-52.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 15.32% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,158 | $3,411-66.1% | $2,954-60.8% | $4,156-72.1% |
| Participant deferral / active EE | $1,460 | $5,718-74.5% | $5,098-71.4% | $6,407-77.2% |
| Admin fee / account holder | $1,037 | $15,207-93.2% | $12,098-91.4% | $12,270-91.6% |