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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 | $65,799 | $89,652-26.6% | $141,177-53.4% | $65,185+0.9% |
| Participation rate | 43.0% | 74.7%-31.7pp | 82.5%-39.5pp | 70.2%-27.2pp |
| Annual return | 28.58% | 32.79%-4.2pp | 71.40%-42.8pp | 29.38%-0.8pp |
| Employer contribution / active EE | $1,286 | $3,065-58.0% | $4,736-72.8% | $2,177-40.9% |
| Participant deferral / active EE | $2,607 | $5,691-54.2% | $6,710-61.1% | $3,514-25.8% |
| Admin fee / account holder | $2,162 | $569+280.2% | $10,263-78.9% | $847+155.1% |