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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 | $49,158 | $77,472-36.5% | $100,415-51.0% | $80,959-39.3% |
| Participation rate | 27.6% | 76.9%-49.4pp | 81.5%-53.9pp | 67.7%-40.1pp |
| Annual return | 15.24% | 37.26%-22.0pp | 49.47%-34.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,521 | $6,818-77.7% | $8,091-81.2% | $4,300-64.6% |
| Admin fee / account holder | $452 | $5,885-92.3% | $7,906-94.3% | $6,925-93.5% |