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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 | $72,715 | $69,444+4.7% | $92,985-21.8% | $87,485-16.9% |
| Participation rate | 26.9% | 63.3%-36.4pp | 69.5%-42.6pp | 68.9%-42.0pp |
| Annual return | 18.16% | 23.85%-5.7pp | 27.99%-9.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $580 | $1,917-69.8% | $2,662-78.2% | $2,596-77.7% |
| Participant deferral / active EE | $993 | $3,364-70.5% | $4,377-77.3% | $4,274-76.8% |
| Admin fee / account holder | $324 | $6,137-94.7% | $9,463-96.6% | $7,775-95.8% |