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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 | $35,948 | $81,457-55.9% | $103,378-65.2% | $80,911-55.6% |
| Participation rate | 45.1% | 66.8%-21.7pp | 74.5%-29.4pp | 67.6%-22.5pp |
| Annual return | 13.52% | 25.58%-12.1pp | 24.91%-11.4pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,061 | $3,107-65.8% | $3,870-72.6% | $2,756-61.5% |
| Participant deferral / active EE | $1,592 | $3,871-58.9% | $5,058-68.5% | $4,297-63.0% |
| Admin fee / account holder | $301 | $6,717-95.5% | $8,401-96.4% | $6,935-95.7% |