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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 | $50,353 | $72,269-30.3% | $101,271-50.3% | $79,852-36.9% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 14.41% | 22.29%-7.9pp | 46.48%-32.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $960 | $2,692-64.3% | $3,660-73.8% | $2,471-61.1% |
| Participant deferral / active EE | $1,210 | $3,282-63.1% | $4,371-72.3% | $3,740-67.6% |
| Admin fee / account holder | $409 | $4,401-90.7% | $5,948-93.1% | $5,306-92.3% |