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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 | $68,857 | $88,707-22.4% | $74,184-7.2% | $273,972-74.9% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | 3.52% | 11.94%-8.4pp | 17.74%-14.2pp | 41.46%-37.9pp |
| Employer contribution / active EE | $583 | $3,159-81.5% | $2,370-75.4% | $4,869-88.0% |
| Participant deferral / active EE | $1,128 | $4,212-73.2% | $3,550-68.2% | $5,287-78.7% |
| Admin fee / account holder | $960 | $8,717-89.0% | $5,586-82.8% | $10,133-90.5% |