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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 | $57,420 | $67,606-15.1% | $82,313-30.2% | $70,124-18.1% |
| Participation rate | 38.3% | 72.8%-34.5pp | 76.9%-38.6pp | 69.5%-31.2pp |
| Annual return | 13.36% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $776 | $1,755-55.8% | $2,428-68.1% | $2,342-66.9% |
| Participant deferral / active EE | $1,338 | $2,987-55.2% | $3,706-63.9% | $3,332-59.8% |
| Admin fee / account holder | $757 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |