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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 | $57,585 | $76,834-25.1% | $108,359-46.9% | $87,485-34.2% |
| Participation rate | 17.2% | 61.7%-44.5pp | 70.1%-52.9pp | 68.9%-51.7pp |
| Annual return | 34.70% | 19.09%+15.6pp | 36.89%-2.2pp | 26.06%+8.6pp |
| Employer contribution / active EE | $339 | $1,556-78.2% | $2,399-85.9% | $2,596-87.0% |
| Participant deferral / active EE | $1,142 | $3,100-63.1% | $4,137-72.4% | $4,274-73.3% |
| Admin fee / account holder | $4,652 | $6,537-28.8% | $9,741-52.2% | $7,775-40.2% |