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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 | $50,322 | $60,349-16.6% | $74,184-32.2% | $62,881-20.0% |
| Participation rate | 45.9% | 72.7%-26.8pp | 76.6%-30.7pp | 69.3%-23.4pp |
| Annual return | 7.46% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $647 | $1,680-61.5% | $2,370-72.7% | $2,281-71.6% |
| Participant deferral / active EE | $1,203 | $2,856-57.9% | $3,550-66.1% | $3,203-62.4% |
| Admin fee / account holder | $1,918 | $4,261-55.0% | $5,586-65.7% | $4,296-55.3% |