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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 | $80,851 | $95,404-15.3% | $113,397-28.7% | $82,637-2.2% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 17.09% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,305 | $2,307-43.4% | $2,977-56.2% | $2,552-48.9% |
| Participant deferral / active EE | $1,626 | $4,220-61.5% | $5,076-68.0% | $4,126-60.6% |
| Admin fee / account holder | $1,160 | $9,168-87.3% | $11,957-90.3% | $7,339-84.2% |