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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 | $47,722 | $146,267-67.4% | $197,124-75.8% | $82,448-42.1% |
| Participation rate | 45.7% | 84.0%-38.4pp | 86.7%-41.1pp | 68.1%-22.4pp |
| Annual return | 26.67% | 29.61%-2.9pp | 44.34%-17.7pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,603 | $4,723-66.1% | $6,227-74.3% | $2,551-37.1% |
| Participant deferral / active EE | $2,964 | $7,035-57.9% | $9,135-67.5% | $4,139-28.4% |
| Admin fee / account holder | $1,102 | $14,422-92.4% | $16,298-93.2% | $7,234-84.8% |