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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 | $55,491 | $73,787-24.8% | $98,716-43.8% | $82,448-32.7% |
| Participation rate | 33.9% | 61.4%-27.5pp | 69.3%-35.4pp | 68.1%-34.1pp |
| Annual return | 16.47% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $428 | $1,511-71.7% | $2,279-81.2% | $2,551-83.2% |
| Participant deferral / active EE | $1,011 | $3,081-67.2% | $4,048-75.0% | $4,139-75.6% |
| Admin fee / account holder | $745 | $6,500-88.5% | $8,703-91.4% | $7,234-89.7% |