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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 | $57,878 | $77,460-25.3% | $100,378-42.3% | $80,925-28.5% |
| Participation rate | 41.7% | 76.9%-35.3pp | 81.5%-39.8pp | 67.7%-26.0pp |
| Annual return | 15.64% | 37.24%-21.6pp | 49.41%-33.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $704 | $2,801-74.9% | $3,942-82.1% | $2,756-74.5% |
| Participant deferral / active EE | $1,309 | $6,818-80.8% | $8,087-83.8% | $4,299-69.6% |
| Admin fee / account holder | $2,042 | $5,887-65.3% | $7,899-74.2% | $6,940-70.6% |