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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 | $43,309 | $86,949-50.2% | $102,460-57.7% | $80,959-46.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 12.09% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,330 | $2,370-43.9% | $3,025-56.0% | $2,757-51.8% |
| Participant deferral / active EE | $1,683 | $4,121-59.2% | $5,056-66.7% | $4,300-60.9% |
| Admin fee / account holder | $5,977 | $8,048-25.7% | $9,460-36.8% | $6,925-13.7% |