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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 | $54,596 | $86,940-37.2% | $102,434-46.7% | $80,935-32.5% |
| Participation rate | 67.3% | 72.4%-5.0pp | 76.5%-9.2pp | 67.7%-0.3pp |
| Annual return | 11.98% | 18.89%-6.9pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,259 | $2,370-46.9% | $3,023-58.3% | $2,757-54.3% |
| Participant deferral / active EE | $1,737 | $4,121-57.9% | $5,055-65.6% | $4,299-59.6% |
| Admin fee / account holder | $1,829 | $8,047-77.3% | $9,462-80.7% | $6,924-73.6% |