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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 | $68,950 | $65,027+6.0% | $90,970-24.2% | $79,852-13.7% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 26.73% | 30.45%-3.7pp | 134.58%-107.8pp | 31.72%-5.0pp |
| Employer contribution / active EE | $532 | $1,247-57.3% | $2,122-74.9% | $2,471-78.5% |
| Participant deferral / active EE | $1,120 | $2,512-55.4% | $3,373-66.8% | $3,740-70.1% |
| Admin fee / account holder | $3,943 | $4,535-13.1% | $5,960-33.8% | $5,306-25.7% |