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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 | $71,541 | $54,541+31.2% | $78,778-9.2% | $70,126+2.0% |
| Participation rate | 34.8% | 60.8%-26.0pp | 69.2%-34.3pp | 69.5%-34.7pp |
| Annual return | 16.17% | 21.07%-4.9pp | 35.62%-19.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $240 | $1,089-77.9% | $1,986-87.9% | $2,343-89.7% |
| Participant deferral / active EE | $929 | $2,210-57.9% | $2,958-68.6% | $3,332-72.1% |
| Admin fee / account holder | $443 | $3,709-88.1% | $5,134-91.4% | $4,645-90.5% |