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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 | $77,574-17.7% | $108,753-41.3% | $86,983-26.6% |
| Participation rate | 39.5% | 62.3%-22.8pp | 71.1%-31.6pp | 69.5%-30.1pp |
| Annual return | 13.94% | 18.42%-4.5pp | 37.47%-23.5pp | 25.83%-11.9pp |
| Employer contribution / active EE | $747 | $1,611-53.6% | $2,427-69.2% | $2,584-71.1% |
| Participant deferral / active EE | $782 | $3,128-75.0% | $4,115-81.0% | $4,194-81.4% |
| Admin fee / account holder | $4,909 | $6,529-24.8% | $10,320-52.4% | $7,856-37.5% |