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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 | $65,855 | $81,358-19.1% | $155,556-57.7% | $80,959-18.7% |
| Participation rate | 26.5% | 66.3%-39.7pp | 78.2%-51.7pp | 67.7%-41.1pp |
| Annual return | 13.76% | 33.39%-19.6pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $648 | $3,106-79.1% | $4,675-86.1% | $2,757-76.5% |
| Participant deferral / active EE | $736 | $3,455-78.7% | $5,631-86.9% | $4,300-82.9% |
| Admin fee / account holder | $1,542 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |