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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 | $30,806 | $51,202-39.8% | $70,548-56.3% | $75,181-59.0% |
| Participation rate | 54.7% | 61.0%-6.2pp | 68.3%-13.6pp | 67.2%-12.5pp |
| Annual return | 20.01% | 30.05%-10.0pp | 32.78%-12.8pp | 160.69%-140.7pp |
| Employer contribution / active EE | $526 | $1,827-71.2% | $2,975-82.3% | $2,671-80.3% |
| Participant deferral / active EE | $863 | $2,850-69.7% | $4,567-81.1% | $4,126-79.1% |
| Admin fee / account holder | $3,882 | $4,094-5.2% | $6,424-39.6% | $5,650-31.3% |