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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 | $50,324 | $104,098-51.7% | $140,514-64.2% | $94,015-46.5% |
| Participation rate | 42.0% | 73.7%-31.7pp | 77.8%-35.8pp | 70.8%-28.8pp |
| Annual return | 16.34% | 15.14%+1.2pp | 14.36%+2.0pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,175 | $2,388-50.8% | $3,378-65.2% | $2,790-57.9% |
| Participant deferral / active EE | $1,561 | $4,033-61.3% | $4,919-68.3% | $4,249-63.3% |
| Admin fee / account holder | $1,453 | $10,439-86.1% | $13,697-89.4% | $8,951-83.8% |