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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 | $43,955 | $96,289-54.4% | $213,469-79.4% | $87,485-49.8% |
| Participation rate | 36.1% | 69.6%-33.5pp | 77.1%-41.0pp | 68.9%-32.8pp |
| Annual return | 20.29% | 17.78%+2.5pp | 20.58%-0.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $2,548 | $3,035-16.0% | $4,994-49.0% | $2,596-1.8% |
| Participant deferral / active EE | $1,802 | $4,750-62.1% | $6,841-73.7% | $4,274-57.8% |
| Admin fee / account holder | $2,108 | $9,670-78.2% | $27,141-92.2% | $7,775-72.9% |