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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 | $50,022 | $63,365-21.1% | $91,994-45.6% | $72,975-31.5% |
| Participation rate | 47.1% | 72.5%-25.5pp | 78.6%-31.6pp | 69.5%-22.4pp |
| Annual return | 20.22% | 35.35%-15.1pp | 69.04%-48.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $405 | $2,116-80.8% | $3,453-88.3% | $2,440-83.4% |
| Participant deferral / active EE | $1,628 | $4,883-66.7% | $5,924-72.5% | $3,608-54.9% |
| Admin fee / account holder | $4,026 | $4,670-13.8% | $7,744-48.0% | $5,124-21.4% |