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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 | $27,475 | $107,421-74.4% | $182,262-84.9% | $94,015-70.8% |
| Participation rate | 54.5% | 77.8%-23.2pp | 84.2%-29.7pp | 70.8%-16.3pp |
| Annual return | 15.30% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.5pp |
| Employer contribution / active EE | $1,558 | $3,448-54.8% | $5,046-69.1% | $2,790-44.2% |
| Participant deferral / active EE | $2,111 | $6,558-67.8% | $8,276-74.5% | $4,249-50.3% |
| Admin fee / account holder | $2,175 | $8,692-75.0% | $16,712-87.0% | $8,951-75.7% |