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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 | $70,056 | $63,809+9.8% | $81,353-13.9% | $80,935-13.4% |
| Participation rate | 11.1% | 63.9%-52.8pp | 69.5%-58.4pp | 67.7%-56.6pp |
| Annual return | 16.61% | 16.37%+0.2pp | 24.82%-8.2pp | 35.66%-19.1pp |
| Employer contribution / active EE | $665 | $1,981-66.4% | $2,464-73.0% | $2,757-75.9% |
| Participant deferral / active EE | $538 | $3,093-82.6% | $3,885-86.1% | $4,299-87.5% |
| Admin fee / account holder | $1,270 | $5,686-77.7% | $5,766-78.0% | $6,924-81.7% |