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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 | $77,371 | $83,898-7.8% | $133,346-42.0% | $94,015-17.7% |
| Participation rate | 26.1% | 63.4%-37.3pp | 72.8%-46.8pp | 70.8%-44.7pp |
| Annual return | 13.79% | 16.00%-2.2pp | 36.85%-23.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $337 | $1,821-81.5% | $2,853-88.2% | $2,790-87.9% |
| Participant deferral / active EE | $775 | $3,245-76.1% | $4,332-82.1% | $4,249-81.8% |
| Admin fee / account holder | $5,398 | $7,809-30.9% | $14,264-62.2% | $8,951-39.7% |