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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 | $63,319 | $106,749-40.7% | $145,433-56.5% | $82,448-23.2% |
| Participation rate | 32.1% | 75.6%-43.6pp | 82.1%-50.1pp | 68.1%-36.0pp |
| Annual return | 17.94% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $961 | $3,444-72.1% | $4,554-78.9% | $2,551-62.3% |
| Participant deferral / active EE | $2,305 | $6,519-64.6% | $7,897-70.8% | $4,139-44.3% |
| Admin fee / account holder | $6,232 | $8,390-25.7% | $13,129-52.5% | $7,234-13.9% |