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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 | $43,376 | $53,774-19.3% | $134,162-67.7% | $79,856-45.7% |
| Participation rate | 18.8% | 58.8%-40.0pp | 72.2%-53.4pp | 69.6%-50.9pp |
| Annual return | 23.77% | 19.01%+4.8pp | 36.35%-12.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $443 | $1,322-66.5% | $3,705-88.0% | $2,471-82.1% |
| Participant deferral / active EE | $838 | $2,420-65.4% | $3,500-76.0% | $3,741-77.6% |
| Admin fee / account holder | $2,042 | $3,985-48.8% | $6,685-69.5% | $5,306-61.5% |