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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 | $60,500 | $95,404-36.6% | $113,397-46.6% | $82,637-26.8% |
| Participation rate | 38.5% | 72.8%-34.4pp | 76.5%-38.0pp | 68.1%-29.6pp |
| Annual return | 14.63% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $989 | $2,307-57.1% | $2,977-66.8% | $2,552-61.2% |
| Participant deferral / active EE | $1,547 | $4,220-63.3% | $5,076-69.5% | $4,126-62.5% |
| Admin fee / account holder | $624 | $9,168-93.2% | $11,957-94.8% | $7,339-91.5% |