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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 | $51,955 | $56,894-8.7% | $84,753-38.7% | $62,881-17.4% |
| Participation rate | 37.0% | 68.5%-31.5pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 6.64% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $939 | $2,400-60.9% | $3,574-73.7% | $2,281-58.8% |
| Participant deferral / active EE | $1,045 | $2,709-61.4% | $3,712-71.8% | $3,203-67.4% |
| Admin fee / account holder | $475 | $3,581-86.7% | $5,333-91.1% | $4,296-88.9% |