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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 | $57,829 | $81,262-28.8% | $155,602-62.8% | $80,911-28.5% |
| Participation rate | 24.7% | 66.2%-41.5pp | 78.2%-53.5pp | 67.6%-43.0pp |
| Annual return | 12.85% | 33.34%-20.5pp | 64.81%-52.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $640 | $3,102-79.4% | $4,675-86.3% | $2,756-76.8% |
| Participant deferral / active EE | $826 | $3,451-76.1% | $5,629-85.3% | $4,297-80.8% |
| Admin fee / account holder | $798 | $7,992-90.0% | $15,923-95.0% | $6,935-88.5% |