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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 | $54,525 | $77,472-29.6% | $100,415-45.7% | $80,959-32.7% |
| Participation rate | 49.4% | 76.9%-27.6pp | 81.5%-32.1pp | 67.7%-18.3pp |
| Annual return | 13.27% | 37.26%-24.0pp | 49.47%-36.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,344 | $2,800-52.0% | $3,943-65.9% | $2,757-51.2% |
| Participant deferral / active EE | $2,684 | $6,818-60.6% | $8,091-66.8% | $4,300-37.6% |
| Admin fee / account holder | $1,731 | $5,885-70.6% | $7,906-78.1% | $6,925-75.0% |