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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 | $47,311 | $69,590-32.0% | $136,867-65.4% | $94,015-49.7% |
| Participation rate | 9.1% | 66.3%-57.2pp | 74.5%-65.5pp | 70.8%-61.7pp |
| Annual return | 18.86% | 19.62%-0.8pp | 42.97%-24.1pp | 17.84%+1.0pp |
| Employer contribution / active EE | $377 | $2,396-84.3% | $3,547-89.4% | $2,790-86.5% |
| Participant deferral / active EE | $661 | $3,437-80.8% | $4,924-86.6% | $4,249-84.4% |
| Admin fee / account holder | $651 | $8,912-92.7% | $10,340-93.7% | $8,951-92.7% |