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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 | $41,229 | $94,436-56.3% | $115,599-64.3% | $82,637-50.1% |
| Participation rate | 48.8% | 70.4%-21.6pp | 74.3%-25.5pp | 68.1%-19.3pp |
| Annual return | 18.74% | 18.37%+0.4pp | 111.10%-92.4pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,265 | $2,324-45.6% | $2,955-57.2% | $2,552-50.4% |
| Participant deferral / active EE | $1,544 | $3,955-61.0% | $4,889-68.4% | $4,126-62.6% |
| Admin fee / account holder | $453 | $10,328-95.6% | $12,841-96.5% | $7,339-93.8% |