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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 | $58,848-11.7% | $88,179-41.1% | $82,637-37.1% |
| Participation rate | 42.4% | 57.9%-15.5pp | 69.1%-26.7pp | 68.1%-25.6pp |
| Annual return | 17.21% | 22.76%-5.5pp | 64.97%-47.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $409 | $1,678-75.6% | $2,549-83.9% | $2,552-84.0% |
| Participant deferral / active EE | $555 | $3,124-82.2% | $4,614-88.0% | $4,126-86.5% |
| Admin fee / account holder | $3,304 | $4,795-31.1% | $7,673-56.9% | $7,339-55.0% |