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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 | $57,991 | $76,367-24.1% | $93,614-38.1% | $72,983-20.5% |
| Participation rate | 29.4% | 71.7%-42.3pp | 75.8%-46.4pp | 69.5%-40.1pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.01%-58.7pp |
| Employer contribution / active EE | $548 | $2,275-75.9% | $2,718-79.9% | $2,440-77.6% |
| Participant deferral / active EE | $1,003 | $3,538-71.7% | $4,069-75.4% | $3,608-72.2% |
| Admin fee / account holder | $478 | $6,838-93.0% | $7,889-93.9% | $5,124-90.7% |