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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 | $63,874 | $74,535-14.3% | $100,712-36.6% | $82,637-22.7% |
| Participation rate | 39.5% | 61.2%-21.7pp | 69.3%-29.8pp | 68.1%-28.6pp |
| Annual return | 13.94% | 18.92%-5.0pp | 33.27%-19.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $747 | $1,503-50.3% | $2,313-67.7% | $2,552-70.7% |
| Participant deferral / active EE | $782 | $3,074-74.6% | $4,085-80.9% | $4,126-81.1% |
| Admin fee / account holder | $4,909 | $6,576-25.3% | $9,256-47.0% | $7,339-33.1% |