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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 | $62,333 | $94,436-34.0% | $115,599-46.1% | $82,637-24.6% |
| Participation rate | 43.4% | 70.4%-27.0pp | 74.3%-30.9pp | 68.1%-24.7pp |
| Annual return | 19.79% | 18.37%+1.4pp | 111.10%-91.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $817 | $2,324-64.8% | $2,955-72.4% | $2,552-68.0% |
| Participant deferral / active EE | $1,445 | $3,955-63.5% | $4,889-70.5% | $4,126-65.0% |
| Admin fee / account holder | $1,102 | $10,328-89.3% | $12,841-91.4% | $7,339-85.0% |