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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 | $71,951 | $78,423-8.3% | $95,964-25.0% | $79,856-9.9% |
| Participation rate | 33.3% | 73.5%-40.2pp | 77.1%-43.8pp | 69.6%-36.3pp |
| Annual return | 18.71% | 19.37%-0.7pp | 91.64%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $608 | $1,945-68.7% | $2,541-76.1% | $2,471-75.4% |
| Participant deferral / active EE | $1,184 | $3,440-65.6% | $4,167-71.6% | $3,741-68.4% |
| Admin fee / account holder | $1,131 | $5,622-79.9% | $6,797-83.4% | $5,306-78.7% |