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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 | $73,787+4.9% | $98,716-21.6% | $82,448-6.2% |
| Participation rate | 26.1% | 61.4%-35.3pp | 69.3%-43.2pp | 68.1%-42.0pp |
| Annual return | 13.79% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $337 | $1,511-77.7% | $2,279-85.2% | $2,551-86.8% |
| Participant deferral / active EE | $775 | $3,081-74.9% | $4,048-80.9% | $4,139-81.3% |
| Admin fee / account holder | $5,398 | $6,500-17.0% | $8,703-38.0% | $7,234-25.4% |