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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 | $66,660 | $54,541+22.2% | $78,778-15.4% | $70,126-4.9% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 12.68% | 21.07%-8.4pp | 35.62%-22.9pp | 73.15%-60.5pp |
| Employer contribution / active EE | $822 | $1,089-24.5% | $1,986-58.6% | $2,343-64.9% |
| Participant deferral / active EE | $822 | $2,210-62.8% | $2,958-72.2% | $3,332-75.3% |
| Admin fee / account holder | $312 | $3,709-91.6% | $5,134-93.9% | $4,645-93.3% |