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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 | $54,468 | $96,052-43.3% | $118,106-53.9% | $87,485-37.7% |
| Participation rate | 53.1% | 77.0%-24.0pp | 81.9%-28.8pp | 68.9%-15.9pp |
| Annual return | 15.67% | 24.16%-8.5pp | 19.44%-3.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,452 | $3,939-63.1% | $4,698-69.1% | $2,596-44.1% |
| Participant deferral / active EE | $2,019 | $5,793-65.1% | $6,619-69.5% | $4,274-52.7% |
| Admin fee / account holder | $2,460 | $7,618-67.7% | $8,973-72.6% | $7,775-68.4% |