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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 | $51,821 | $106,588-51.4% | $94,215-45.0% | $155,188-66.6% |
| Participation rate | 38.5% | 74.3%-35.8pp | 70.0%-31.5pp | 80.8%-42.3pp |
| Annual return | 8.73% | 29.39%-20.7pp | 28.22%-19.5pp | 148.84%-140.1pp |
| Employer contribution / active EE | $676 | $3,080-78.0% | $2,675-74.7% | $4,248-84.1% |
| Participant deferral / active EE | $676 | $4,802-85.9% | $4,276-84.2% | $6,531-89.6% |
| Admin fee / account holder | $11,629 | $12,281-5.3% | $10,216+13.8% | $14,480-19.7% |