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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 | $57,488 | $58,627-1.9% | $76,735-25.1% | $82,448-30.3% |
| Participation rate | 42.2% | 63.2%-21.1pp | 69.5%-27.3pp | 68.1%-25.9pp |
| Annual return | 14.39% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,459 | $1,729-15.6% | $2,454-40.5% | $2,551-42.8% |
| Participant deferral / active EE | $611 | $3,134-80.5% | $4,088-85.1% | $4,139-85.2% |
| Admin fee / account holder | $2,448 | $5,323-54.0% | $7,189-65.9% | $7,234-66.2% |