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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 | $76,834-27.8% | $108,359-48.8% | $87,485-36.6% |
| Participation rate | 33.9% | 61.7%-27.8pp | 70.1%-36.2pp | 68.9%-35.0pp |
| Annual return | 16.47% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $428 | $1,556-72.5% | $2,399-82.2% | $2,596-83.5% |
| Participant deferral / active EE | $1,011 | $3,100-67.4% | $4,137-75.6% | $4,274-76.3% |
| Admin fee / account holder | $745 | $6,537-88.6% | $9,741-92.3% | $7,775-90.4% |