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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 | $26,081 | $88,370-70.5% | $112,977-76.9% | $79,856-67.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 82.6%-32.6pp | 69.6%-19.6pp |
| Annual return | 27.65% | 23.16%+4.5pp | 24.24%+3.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,017 | $3,398-70.1% | $4,255-76.1% | $2,471-58.9% |
| Participant deferral / active EE | $1,579 | $4,536-65.2% | $5,836-72.9% | $3,741-57.8% |
| Admin fee / account holder | $398 | $5,750-93.1% | $6,294-93.7% | $5,306-92.5% |