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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 | $66,908 | $65,395+2.3% | $182,540-63.3% | $72,975-8.3% |
| Participation rate | 19.3% | 65.4%-46.1pp | 78.0%-58.7pp | 69.5%-50.2pp |
| Annual return | 23.60% | 27.68%-4.1pp | 148.58%-125.0pp | 81.01%-57.4pp |
| Employer contribution / active EE | $461 | $1,911-75.9% | $4,076-88.7% | $2,440-81.1% |
| Participant deferral / active EE | $1,036 | $3,563-70.9% | $5,525-81.3% | $3,608-71.3% |
| Admin fee / account holder | $2,486 | $4,245-41.4% | $8,593-71.1% | $5,124-51.5% |