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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 | $46,369 | $77,492-40.2% | $100,398-53.8% | $80,911-42.7% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-25.9pp | 67.6%-12.1pp |
| Annual return | 13.12% | 37.23%-24.1pp | 49.32%-36.2pp | 35.63%-22.5pp |
| Employer contribution / active EE | $552 | $2,800-80.3% | $3,946-86.0% | $2,756-80.0% |
| Participant deferral / active EE | $1,278 | $6,817-81.3% | $8,084-84.2% | $4,297-70.3% |
| Admin fee / account holder | $1,738 | $5,892-70.5% | $7,893-78.0% | $6,935-74.9% |