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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 | $61,950 | $54,541+13.6% | $78,778-21.4% | $70,126-11.7% |
| Participation rate | 56.6% | 60.8%-4.2pp | 69.2%-12.6pp | 69.5%-13.0pp |
| Annual return | 13.15% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $344 | $1,089-68.4% | $1,986-82.7% | $2,343-85.3% |
| Participant deferral / active EE | $867 | $2,210-60.8% | $2,958-70.7% | $3,332-74.0% |
| Admin fee / account holder | $2,378 | $3,709-35.9% | $5,134-53.7% | $4,645-48.8% |