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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 | $74,500 | $76,551-2.7% | $123,894-39.9% | $62,881+18.5% |
| Participation rate | 38.7% | 73.0%-34.3pp | 81.4%-42.7pp | 69.3%-30.6pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $511 | $2,882-82.3% | $4,617-88.9% | $2,281-77.6% |
| Participant deferral / active EE | $1,440 | $4,840-70.2% | $5,984-75.9% | $3,203-55.0% |
| Admin fee / account holder | $450 | $4,826-90.7% | $8,357-94.6% | $4,296-89.5% |