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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 | $76,451 | $77,574-1.4% | $108,753-29.7% | $86,983-12.1% |
| Participation rate | 22.4% | 62.3%-39.9pp | 71.1%-48.7pp | 69.5%-47.2pp |
| Annual return | 12.63% | 18.42%-5.8pp | 37.47%-24.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $603 | $1,611-62.5% | $2,427-75.1% | $2,584-76.7% |
| Participant deferral / active EE | $829 | $3,128-73.5% | $4,115-79.8% | $4,194-80.2% |
| Admin fee / account holder | $1,513 | $6,529-76.8% | $10,320-85.3% | $7,856-80.7% |