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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 | $45,416 | $136,860-66.8% | $120,344-62.3% | $154,746-70.7% |
| Participation rate | 47.1% | 79.9%-32.8pp | 76.7%-29.7pp | 80.7%-33.6pp |
| Annual return | 15.00% | 21.38%-6.4pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,460 | $3,533-58.7% | $3,020-51.7% | $4,379-66.7% |
| Participant deferral / active EE | $1,738 | $5,793-70.0% | $5,135-66.1% | $6,730-74.2% |
| Admin fee / account holder | $11,688 | $15,393-24.1% | $12,742-8.3% | $14,365-18.6% |