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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 | $58,702 | $123,478-52.5% | $216,567-72.9% | $94,015-37.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 81.6%-41.6pp | 70.8%-30.8pp |
| Annual return | 12.49% | 23.61%-11.1pp | 12.94%-0.5pp | 17.84%-5.4pp |
| Employer contribution / active EE | $816 | $3,136-74.0% | $5,216-84.4% | $2,790-70.8% |
| Participant deferral / active EE | $1,480 | $4,556-67.5% | $6,191-76.1% | $4,249-65.2% |
| Admin fee / account holder | $6,831 | $12,753-46.4% | $21,981-68.9% | $8,951-23.7% |