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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 | $51,977 | $57,590-9.7% | $86,233-39.7% | $82,448-37.0% |
| Participation rate | 42.4% | 57.9%-15.4pp | 69.0%-26.6pp | 68.1%-25.6pp |
| Annual return | 17.21% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $409 | $1,655-75.3% | $2,504-83.7% | $2,551-83.9% |
| Participant deferral / active EE | $555 | $3,080-82.0% | $4,559-87.8% | $4,139-86.6% |
| Admin fee / account holder | $3,304 | $4,730-30.2% | $8,342-60.4% | $7,234-54.3% |