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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 | $42,511 | $80,855-47.4% | $153,416-72.3% | $86,983-51.1% |
| Participation rate | 17.9% | 64.1%-46.3pp | 74.3%-56.5pp | 69.5%-51.7pp |
| Annual return | 14.02% | 16.18%-2.2pp | 17.84%-3.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $530 | $2,308-77.0% | $3,764-85.9% | $2,584-79.5% |
| Participant deferral / active EE | $1,009 | $3,333-69.7% | $4,723-78.6% | $4,194-76.0% |
| Admin fee / account holder | $3,898 | $6,908-43.6% | $13,095-70.2% | $7,856-50.4% |