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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 | $143,969-66.9% | $199,883-76.1% | $82,637-42.3% |
| Participation rate | 45.7% | 84.1%-38.5pp | 86.8%-41.1pp | 68.1%-22.4pp |
| Annual return | 26.67% | 25.67%+1.0pp | 43.81%-17.1pp | 53.51%-26.8pp |
| Employer contribution / active EE | $1,603 | $4,632-65.4% | $6,261-74.4% | $2,552-37.2% |
| Participant deferral / active EE | $2,964 | $6,937-57.3% | $9,138-67.6% | $4,126-28.2% |
| Admin fee / account holder | $1,102 | $14,597-92.4% | $17,268-93.6% | $7,339-85.0% |