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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 | $79,047 | $106,749-26.0% | $145,433-45.6% | $82,448-4.1% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $687 | $3,444-80.1% | $4,554-84.9% | $2,551-73.1% |
| Participant deferral / active EE | $2,279 | $6,519-65.0% | $7,897-71.1% | $4,139-44.9% |
| Admin fee / account holder | $371 | $8,390-95.6% | $13,129-97.2% | $7,234-94.9% |