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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 | $76,325 | $78,015-2.2% | $178,505-57.2% | $80,959-5.7% |
| Participation rate | 23.3% | 65.7%-42.3pp | 77.1%-53.8pp | 67.7%-44.3pp |
| Annual return | 11.46% | 18.10%-6.6pp | 27.16%-15.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $806 | $2,281-64.7% | $3,955-79.6% | $2,757-70.8% |
| Participant deferral / active EE | $1,161 | $4,406-73.6% | $6,280-81.5% | $4,300-73.0% |
| Admin fee / account holder | $15,659 | $7,160+118.7% | $10,428+50.2% | $6,925+126.1% |