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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 | $43,965 | $100,194-56.1% | $122,979-64.2% | $86,983-49.5% |
| Participation rate | 68.8% | 73.0%-4.2pp | 77.2%-8.4pp | 69.5%-0.8pp |
| Annual return | 18.52% | 16.47%+2.0pp | 20.12%-1.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,532 | $2,326-34.1% | $3,062-50.0% | $2,584-40.7% |
| Participant deferral / active EE | $1,879 | $4,133-54.5% | $5,003-62.4% | $4,194-55.2% |
| Admin fee / account holder | $1,644 | $10,148-83.8% | $12,864-87.2% | $7,856-79.1% |