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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 | $36,837 | $81,334-54.7% | $113,397-67.5% | $64,097-42.5% |
| Participation rate | 50.9% | 65.6%-14.7pp | 76.5%-25.6pp | 55.2%-4.3pp |
| Annual return | 15.53% | 32.50%-17.0pp | 23.20%-7.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $919 | $2,077-55.7% | $2,977-69.1% | $1,891-51.4% |
| Participant deferral / active EE | $1,449 | $3,795-61.8% | $5,076-71.5% | $3,080-53.0% |
| Admin fee / account holder | $5,743 | $4,208+36.5% | $11,957-52.0% | $3,454+66.2% |