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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 | $47,697 | $77,574-38.5% | $108,753-56.1% | $86,983-45.2% |
| Participation rate | 52.2% | 62.3%-10.1pp | 71.1%-18.9pp | 69.5%-17.4pp |
| Annual return | 15.66% | 18.42%-2.8pp | 37.47%-21.8pp | 25.83%-10.2pp |
| Employer contribution / active EE | $617 | $1,611-61.7% | $2,427-74.6% | $2,584-76.1% |
| Participant deferral / active EE | $1,179 | $3,128-62.3% | $4,115-71.4% | $4,194-71.9% |
| Admin fee / account holder | $3,845 | $6,529-41.1% | $10,320-62.7% | $7,856-51.1% |