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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 | $76,651 | $91,760-16.5% | $156,181-50.9% | $67,986+12.7% |
| Participation rate | 26.9% | 65.0%-38.1pp | 78.8%-51.9pp | 57.2%-30.3pp |
| Annual return | 16.93% | 18.14%-1.2pp | 64.87%-47.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $743 | $2,419-69.3% | $4,294-82.7% | $2,019-63.2% |
| Participant deferral / active EE | $1,750 | $3,960-55.8% | $6,132-71.5% | $3,358-47.9% |
| Admin fee / account holder | $3,128 | $3,949-20.8% | $14,586-78.6% | $3,203-2.3% |