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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 | $38,003 | $58,493-35.0% | $84,021-54.8% | $72,975-47.9% |
| Participation rate | 67.6% | 61.2%+6.3pp | 69.0%-1.5pp | 69.5%-1.9pp |
| Annual return | 18.88% | 28.93%-10.0pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $756 | $1,163-35.0% | $1,984-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $982 | $2,394-59.0% | $3,239-69.7% | $3,608-72.8% |
| Admin fee / account holder | $1,912 | $4,569-58.2% | $6,102-68.7% | $5,124-62.7% |