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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 | $72,064 | $95,453-24.5% | $112,040-35.7% | $82,448-12.6% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $758 | $2,318-67.3% | $2,954-74.4% | $2,551-70.3% |
| Participant deferral / active EE | $1,251 | $4,224-70.4% | $5,098-75.5% | $4,139-69.8% |
| Admin fee / account holder | $11,442 | $9,013+26.9% | $12,098-5.4% | $7,234+58.2% |