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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 | $38,945 | $60,349-35.5% | $74,184-47.5% | $62,881-38.1% |
| Participation rate | 54.7% | 72.7%-18.1pp | 76.6%-22.0pp | 69.3%-14.6pp |
| Annual return | 6.71% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $483 | $1,680-71.3% | $2,370-79.6% | $2,281-78.8% |
| Participant deferral / active EE | $1,243 | $2,856-56.5% | $3,550-65.0% | $3,203-61.2% |
| Admin fee / account holder | $1,271 | $4,261-70.2% | $5,586-77.3% | $4,296-70.4% |