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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 | $47,316 | $67,602-30.0% | $82,312-42.5% | $70,126-32.5% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 14.51% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $692 | $1,755-60.6% | $2,428-71.5% | $2,343-70.5% |
| Participant deferral / active EE | $1,345 | $2,987-55.0% | $3,706-63.7% | $3,332-59.6% |
| Admin fee / account holder | $373 | $4,512-91.7% | $5,608-93.4% | $4,645-92.0% |