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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 | $55,582 | $57,541-3.4% | $95,740-41.9% | $75,173-26.1% |
| Participation rate | 27.8% | 62.5%-34.7pp | 72.3%-44.5pp | 67.2%-39.4pp |
| Annual return | 16.44% | 34.93%-18.5pp | 28.41%-12.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $559 | $1,808-69.1% | $2,836-80.3% | $2,671-79.1% |
| Participant deferral / active EE | $817 | $3,074-73.4% | $4,244-80.7% | $4,126-80.2% |
| Admin fee / account holder | $4,876 | $4,099+19.0% | $5,676-14.1% | $5,651-13.7% |