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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 | $67,429 | $60,349+11.7% | $74,184-9.1% | $62,881+7.2% |
| Participation rate | 18.5% | 72.7%-54.2pp | 76.6%-58.1pp | 69.3%-50.8pp |
| Annual return | 5.40% | 21.38%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $798 | $1,680-52.5% | $2,370-66.3% | $2,281-65.0% |
| Participant deferral / active EE | $987 | $2,856-65.4% | $3,550-72.2% | $3,203-69.2% |
| Admin fee / account holder | $510 | $4,261-88.0% | $5,586-90.9% | $4,296-88.1% |