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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 | $72,749 | $54,541+33.4% | $78,778-7.7% | $70,126+3.7% |
| Participation rate | 19.4% | 60.8%-41.4pp | 69.2%-49.8pp | 69.5%-50.2pp |
| Annual return | 15.60% | 21.07%-5.5pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $382 | $1,089-64.9% | $1,986-80.7% | $2,343-83.7% |
| Participant deferral / active EE | $840 | $2,210-62.0% | $2,958-71.6% | $3,332-74.8% |
| Admin fee / account holder | $448 | $3,709-87.9% | $5,134-91.3% | $4,645-90.4% |