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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 | $71,523 | $124,980-42.8% | $108,359-34.0% | $154,746-53.8% |
| Participation rate | 43.8% | 75.2%-31.4pp | 70.1%-26.4pp | 80.7%-37.0pp |
| Annual return | 16.50% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $760 | $2,851-73.3% | $2,399-68.3% | $4,379-82.6% |
| Participant deferral / active EE | $1,152 | $4,743-75.7% | $4,137-72.2% | $6,730-82.9% |
| Admin fee / account holder | $631 | $11,502-94.5% | $9,741-93.5% | $14,365-95.6% |