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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 | $42,714 | $73,787-42.1% | $98,716-56.7% | $82,448-48.2% |
| Participation rate | 63.7% | 61.4%+2.3pp | 69.3%-5.5pp | 68.1%-4.3pp |
| Annual return | 12.74% | 18.57%-5.8pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $474 | $1,511-68.6% | $2,279-79.2% | $2,551-81.4% |
| Participant deferral / active EE | $1,143 | $3,081-62.9% | $4,048-71.8% | $4,139-72.4% |
| Admin fee / account holder | $1,348 | $6,500-79.3% | $8,703-84.5% | $7,234-81.4% |