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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 | $70,233 | $65,034+8.0% | $90,970-22.8% | $79,856-12.1% |
| Participation rate | 37.5% | 61.6%-24.1pp | 69.0%-31.5pp | 69.6%-32.1pp |
| Annual return | 10.74% | 30.45%-19.7pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $584 | $1,247-53.2% | $2,122-72.5% | $2,471-76.4% |
| Participant deferral / active EE | $918 | $2,512-63.5% | $3,373-72.8% | $3,741-75.5% |
| Admin fee / account holder | $759 | $4,536-83.3% | $5,961-87.3% | $5,306-85.7% |