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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 | $114,712-48.8% | $173,730-66.2% | $87,485-32.9% |
| Participation rate | 40.0% | 73.0%-33.0pp | 79.6%-39.6pp | 68.9%-28.9pp |
| Annual return | 12.49% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $816 | $2,904-71.9% | $4,577-82.2% | $2,596-68.6% |
| Participant deferral / active EE | $1,480 | $4,642-68.1% | $6,326-76.6% | $4,274-65.4% |
| Admin fee / account holder | $6,831 | $10,210-33.1% | $17,523-61.0% | $7,775-12.1% |