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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 | $52,087 | $63,456-17.9% | $100,712-48.3% | $64,097-18.7% |
| Participation rate | 34.3% | 49.7%-15.3pp | 69.3%-34.9pp | 55.2%-20.8pp |
| Annual return | 16.99% | 19.65%-2.7pp | 33.27%-16.3pp | 34.64%-17.7pp |
| Employer contribution / active EE | $676 | $1,003-32.6% | $2,313-70.8% | $1,891-64.3% |
| Participant deferral / active EE | $950 | $2,463-61.5% | $4,085-76.8% | $3,080-69.2% |
| Admin fee / account holder | $3,581 | $4,808-25.5% | $9,256-61.3% | $3,454+3.7% |