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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 | $70,524 | $106,864-34.0% | $147,318-52.1% | $82,637-14.7% |
| Participation rate | 26.7% | 75.5%-48.8pp | 82.1%-55.4pp | 68.1%-41.4pp |
| Annual return | 21.66% | 27.49%-5.8pp | 70.43%-48.8pp | 53.51%-31.8pp |
| Employer contribution / active EE | $720 | $3,417-78.9% | $4,593-84.3% | $2,552-71.8% |
| Participant deferral / active EE | $1,777 | $6,496-72.6% | $7,906-77.5% | $4,126-56.9% |
| Admin fee / account holder | $361 | $8,415-95.7% | $13,708-97.4% | $7,339-95.1% |