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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 | $45,568 | $86,949-47.6% | $102,460-55.5% | $80,959-43.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.63% | 18.89%-8.3pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,335 | $2,370-43.7% | $3,025-55.9% | $2,757-51.6% |
| Participant deferral / active EE | $1,793 | $4,121-56.5% | $5,056-64.5% | $4,300-58.3% |
| Admin fee / account holder | $2,550 | $8,048-68.3% | $9,460-73.0% | $6,925-63.2% |