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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 | $68,122 | $97,125-29.9% | $86,233-21.0% | $137,256-50.4% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.0%-23.2pp | 80.0%-34.1pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $372 | $2,841-86.9% | $2,504-85.2% | $4,156-91.1% |
| Participant deferral / active EE | $636 | $5,180-87.7% | $4,559-86.0% | $6,407-90.1% |
| Admin fee / account holder | $481 | $9,725-95.1% | $8,342-94.2% | $12,270-96.1% |