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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 | $54,537 | $87,166-37.4% | $76,735-28.9% | $137,256-60.3% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 19.92% | 26.50%-6.6pp | 29.77%-9.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $818 | $2,904-71.8% | $2,454-66.7% | $4,156-80.3% |
| Participant deferral / active EE | $980 | $4,726-79.3% | $4,088-76.0% | $6,407-84.7% |
| Admin fee / account holder | $636 | $8,403-92.4% | $7,189-91.2% | $12,270-94.8% |