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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 | $77,370 | $83,898-7.8% | $133,346-42.0% | $94,015-17.7% |
| Participation rate | 46.8% | 63.4%-16.5pp | 72.8%-26.0pp | 70.8%-24.0pp |
| Annual return | 12.04% | 16.00%-4.0pp | 36.85%-24.8pp | 17.84%-5.8pp |
| Employer contribution / active EE | $442 | $1,821-75.7% | $2,853-84.5% | $2,790-84.2% |
| Participant deferral / active EE | $1,108 | $3,245-65.8% | $4,332-74.4% | $4,249-73.9% |
| Admin fee / account holder | $4,202 | $7,809-46.2% | $14,264-70.5% | $8,951-53.1% |