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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 | $38,709 | $72,027-46.3% | $185,861-79.2% | $79,856-51.5% |
| Participation rate | 68.0% | 65.8%+2.2pp | 78.0%-10.0pp | 69.6%-1.6pp |
| Annual return | 26.20% | 23.13%+3.1pp | 35.96%-9.8pp | 31.71%-5.5pp |
| Employer contribution / active EE | $685 | $1,965-65.2% | $4,088-83.2% | $2,471-72.3% |
| Participant deferral / active EE | $1,156 | $3,780-69.4% | $5,634-79.5% | $3,741-69.1% |
| Admin fee / account holder | $301 | $4,513-93.3% | $9,503-96.8% | $5,306-94.3% |