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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 | $72,962 | $99,633-26.8% | $183,328-60.2% | $82,448-11.5% |
| Participation rate | 51.0% | 70.8%-19.8pp | 77.3%-26.4pp | 68.1%-17.1pp |
| Annual return | 14.64% | 17.84%-3.2pp | 29.67%-15.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,151 | $3,256-64.6% | $5,055-77.2% | $2,551-54.9% |
| Participant deferral / active EE | $1,687 | $4,938-65.8% | $6,795-75.2% | $4,139-59.3% |
| Admin fee / account holder | $2,884 | $9,934-71.0% | $21,427-86.5% | $7,234-60.1% |