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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 | $39,243 | $106,749-63.2% | $145,433-73.0% | $82,448-52.4% |
| Participation rate | 54.2% | 75.6%-21.4pp | 82.1%-27.9pp | 68.1%-13.9pp |
| Annual return | 15.50% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $855 | $3,444-75.2% | $4,554-81.2% | $2,551-66.5% |
| Participant deferral / active EE | $2,138 | $6,519-67.2% | $7,897-72.9% | $4,139-48.3% |
| Admin fee / account holder | $2,907 | $8,390-65.3% | $13,129-77.9% | $7,234-59.8% |