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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 | $45,655 | $81,331-43.9% | $155,534-70.6% | $80,935-43.6% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 14.05% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,628 | $3,105-47.6% | $4,675-65.2% | $2,757-40.9% |
| Participant deferral / active EE | $686 | $3,454-80.2% | $5,630-87.8% | $4,299-84.1% |
| Admin fee / account holder | $2,673 | $7,999-66.6% | $15,900-83.2% | $6,924-61.4% |