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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 | $47,867 | $72,607-34.1% | $90,259-47.0% | $87,485-45.3% |
| Participation rate | 18.5% | 64.8%-46.3pp | 70.7%-52.2pp | 68.9%-50.4pp |
| Annual return | 19.02% | 18.59%+0.4pp | 18.88%+0.1pp | 26.06%-7.0pp |
| Employer contribution / active EE | $472 | $1,919-75.4% | $2,291-79.4% | $2,596-81.8% |
| Participant deferral / active EE | $700 | $3,055-77.1% | $3,827-81.7% | $4,274-83.6% |
| Admin fee / account holder | $5,817 | $5,947-2.2% | $7,267-20.0% | $7,775-25.2% |