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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 | $27,878 | $93,589-70.2% | $135,942-79.5% | $75,181-62.9% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.8pp | 67.2%-22.0pp |
| Annual return | 17.81% | 30.90%-13.1pp | 68.28%-50.5pp | 160.69%-142.9pp |
| Employer contribution / active EE | $1,188 | $3,537-66.4% | $4,858-75.5% | $2,671-55.5% |
| Participant deferral / active EE | $1,456 | $6,405-77.3% | $7,759-81.2% | $4,126-64.7% |
| Admin fee / account holder | $430 | $6,977-93.8% | $10,764-96.0% | $5,650-92.4% |