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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 | $56,761 | $87,166-34.9% | $76,735-26.0% | $137,256-58.6% |
| Participation rate | 26.7% | 74.4%-47.7pp | 69.5%-42.8pp | 80.0%-53.3pp |
| Annual return | 16.82% | 26.50%-9.7pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $543 | $2,904-81.3% | $2,454-77.9% | $4,156-86.9% |
| Participant deferral / active EE | $989 | $4,726-79.1% | $4,088-75.8% | $6,407-84.6% |
| Admin fee / account holder | $342 | $8,403-95.9% | $7,189-95.2% | $12,270-97.2% |