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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 | $77,410 | $87,132-11.2% | $105,624-26.7% | $80,959-4.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 13.23% | 17.03%-3.8pp | 116.20%-103.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $976 | $2,397-59.3% | $3,168-69.2% | $2,757-64.6% |
| Participant deferral / active EE | $1,530 | $3,985-61.6% | $5,013-69.5% | $4,300-64.4% |
| Admin fee / account holder | $1,222 | $8,449-85.5% | $10,961-88.8% | $6,925-82.4% |