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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 | $69,626 | $101,795-31.6% | $165,100-57.8% | $80,959-14.0% |
| Participation rate | 61.3% | 71.8%-10.5pp | 78.6%-17.3pp | 67.7%-6.4pp |
| Annual return | 11.93% | 16.73%-4.8pp | 70.21%-58.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,205 | $2,954+8.5% | $4,348-26.3% | $2,757+16.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $642 | $8,221-92.2% | $12,696-94.9% | $6,925-90.7% |