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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 | $48,152 | $95,404-49.5% | $113,397-57.5% | $82,637-41.7% |
| Participation rate | 23.0% | 72.8%-49.9pp | 76.5%-53.5pp | 68.1%-45.1pp |
| Annual return | 18.44% | 19.08%-0.6pp | 23.20%-4.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $864 | $2,307-62.5% | $2,977-71.0% | $2,552-66.1% |
| Participant deferral / active EE | $1,505 | $4,220-64.3% | $5,076-70.3% | $4,126-63.5% |
| Admin fee / account holder | $8,400 | $9,168-8.4% | $11,957-29.7% | $7,339+14.5% |