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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 | $32,519 | $77,523-58.1% | $100,383-67.6% | $80,874-59.8% |
| Participation rate | 44.0% | 77.0%-33.0pp | 81.5%-37.5pp | 67.6%-23.6pp |
| Annual return | 43.20% | 37.21%+6.0pp | 49.26%-6.1pp | 35.62%+7.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,464 | $6,822-63.9% | $8,086-69.5% | $4,297-42.7% |
| Admin fee / account holder | $6,212 | $5,899+5.3% | $7,900-21.4% | $6,935-10.4% |