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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 | $43,007 | $100,194-57.1% | $122,979-65.0% | $86,983-50.6% |
| Participation rate | 51.7% | 73.0%-21.3pp | 77.2%-25.5pp | 69.5%-17.9pp |
| Annual return | 15.65% | 16.47%-0.8pp | 20.12%-4.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,113 | $2,326-52.1% | $3,062-63.7% | $2,584-56.9% |
| Participant deferral / active EE | $1,649 | $4,133-60.1% | $5,003-67.0% | $4,194-60.7% |
| Admin fee / account holder | $555 | $10,148-94.5% | $12,864-95.7% | $7,856-92.9% |