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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 | $44,375 | $86,949-49.0% | $102,460-56.7% | $80,959-45.2% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.7%-20.3pp |
| Annual return | 16.83% | 18.89%-2.1pp | 29.47%-12.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,178 | $2,370-50.3% | $3,025-61.1% | $2,757-57.3% |
| Participant deferral / active EE | $1,788 | $4,121-56.6% | $5,056-64.6% | $4,300-58.4% |
| Admin fee / account holder | $2,722 | $8,048-66.2% | $9,460-71.2% | $6,925-60.7% |