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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 | $58,924 | $55,932+5.3% | $76,735-23.2% | $67,986-13.3% |
| Participation rate | 17.2% | 50.8%-33.6pp | 69.5%-52.3pp | 57.2%-40.0pp |
| Annual return | 16.60% | 23.10%-6.5pp | 29.77%-13.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $353 | $1,487-76.3% | $2,454-85.6% | $2,019-82.5% |
| Participant deferral / active EE | $597 | $2,558-76.6% | $4,088-85.4% | $3,358-82.2% |
| Admin fee / account holder | $3,616 | $4,907-26.3% | $7,189-49.7% | $3,203+12.9% |