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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 | $43,534 | $101,798-57.2% | $165,071-73.6% | $80,935-46.2% |
| Participation rate | 51.3% | 71.8%-20.5pp | 78.6%-27.3pp | 67.7%-16.4pp |
| Annual return | 13.91% | 16.73%-2.8pp | 70.17%-56.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,040 | $2,954-64.8% | $4,347-76.1% | $2,757-62.3% |
| Participant deferral / active EE | $1,513 | $4,476-66.2% | $6,035-74.9% | $4,299-64.8% |
| Admin fee / account holder | $5,278 | $8,221-35.8% | $12,695-58.4% | $6,924-23.8% |