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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 | $31,531 | $138,312-77.2% | $122,979-74.4% | $155,188-79.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 22.18% | 22.06%+0.1pp | 20.12%+2.1pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,059 | $3,530-70.0% | $3,062-65.4% | $4,248-75.1% |
| Participant deferral / active EE | $1,891 | $5,592-66.2% | $5,003-62.2% | $6,531-71.0% |
| Admin fee / account holder | $791 | $15,089-94.8% | $12,864-93.9% | $14,480-94.5% |