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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 | $81,320 | $69,444+17.1% | $92,985-12.5% | $87,485-7.0% |
| Participation rate | 32.7% | 63.3%-30.6pp | 69.5%-36.8pp | 68.9%-36.2pp |
| Annual return | 19.83% | 23.85%-4.0pp | 27.99%-8.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $783 | $1,917-59.1% | $2,662-70.6% | $2,596-69.8% |
| Participant deferral / active EE | $1,060 | $3,364-68.5% | $4,377-75.8% | $4,274-75.2% |
| Admin fee / account holder | $1,892 | $6,137-69.2% | $9,463-80.0% | $7,775-75.7% |