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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 | $36,548 | $93,589-60.9% | $135,942-73.1% | $75,181-51.4% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 17.34% | 30.90%-13.6pp | 68.28%-50.9pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,152 | $3,537-67.4% | $4,858-76.3% | $2,671-56.9% |
| Participant deferral / active EE | $1,756 | $6,405-72.6% | $7,759-77.4% | $4,126-57.4% |
| Admin fee / account holder | $367 | $6,977-94.7% | $10,764-96.6% | $5,650-93.5% |