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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 | $77,506 | $109,620-29.3% | $148,496-47.8% | $94,015-17.6% |
| Participation rate | 33.3% | 71.3%-37.9pp | 76.0%-42.7pp | 70.8%-37.5pp |
| Annual return | 18.17% | 17.54%+0.6pp | 12.33%+5.8pp | 17.84%+0.3pp |
| Employer contribution / active EE | $947 | $2,618-63.8% | $3,497-72.9% | $2,790-66.0% |
| Participant deferral / active EE | $1,570 | $3,831-59.0% | $4,808-67.3% | $4,249-63.1% |
| Admin fee / account holder | $873 | $10,050-91.3% | $19,547-95.5% | $8,951-90.2% |