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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 | $38,758 | $46,877-17.3% | $122,354-68.3% | $70,126-44.7% |
| Participation rate | 48.5% | 58.2%-9.7pp | 71.6%-23.2pp | 69.5%-21.1pp |
| Annual return | 18.75% | 24.22%-5.5pp | 30.28%-11.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $761 | $1,288-40.9% | $4,051-81.2% | $2,343-67.5% |
| Participant deferral / active EE | $808 | $2,167-62.7% | $3,287-75.4% | $3,332-75.7% |
| Admin fee / account holder | $2,320 | $3,324-30.2% | $5,479-57.6% | $4,645-50.1% |