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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 | $52,379 | $73,988-29.2% | $96,538-45.7% | $75,177-30.3% |
| Participation rate | 27.0% | 66.4%-39.4pp | 74.3%-47.3pp | 67.2%-40.2pp |
| Annual return | 21.08% | 26.73%-5.6pp | 35.74%-14.7pp | 160.75%-139.7pp |
| Employer contribution / active EE | $924 | $2,930-68.5% | $3,740-75.3% | $2,671-65.4% |
| Participant deferral / active EE | $1,391 | $3,660-62.0% | $4,880-71.5% | $4,126-66.3% |
| Admin fee / account holder | $414 | $5,220-92.1% | $6,737-93.8% | $5,651-92.7% |