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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 | $35,449 | $107,421-67.0% | $182,262-80.6% | $94,015-62.3% |
| Participation rate | 48.3% | 77.8%-29.4pp | 84.2%-35.9pp | 70.8%-22.5pp |
| Annual return | 18.15% | 21.32%-3.2pp | 140.60%-122.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $1,427 | $3,448-58.6% | $5,046-71.7% | $2,790-48.8% |
| Participant deferral / active EE | $2,480 | $6,558-62.2% | $8,276-70.0% | $4,249-41.6% |
| Admin fee / account holder | $4,702 | $8,692-45.9% | $16,712-71.9% | $8,951-47.5% |