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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 | $30,979 | $67,602-54.2% | $82,312-62.4% | $70,126-55.8% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.8pp |
| Annual return | 15.22% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,444 | $1,755-17.7% | $2,428-40.5% | $2,343-38.3% |
| Participant deferral / active EE | $907 | $2,987-69.6% | $3,706-75.5% | $3,332-72.8% |
| Admin fee / account holder | $821 | $4,512-81.8% | $5,608-85.4% | $4,645-82.3% |