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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 | $73,358 | $73,787-0.6% | $98,716-25.7% | $82,448-11.0% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 16.46% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $781 | $1,511-48.3% | $2,279-65.7% | $2,551-69.4% |
| Participant deferral / active EE | $1,158 | $3,081-62.4% | $4,048-71.4% | $4,139-72.0% |
| Admin fee / account holder | $857 | $6,500-86.8% | $8,703-90.2% | $7,234-88.2% |