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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 | $50,582 | $76,551-33.9% | $123,894-59.2% | $62,881-19.6% |
| Participation rate | 27.9% | 73.0%-45.1pp | 81.4%-53.5pp | 69.3%-41.4pp |
| Annual return | 7.88% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $505 | $2,882-82.5% | $4,617-89.1% | $2,281-77.9% |
| Participant deferral / active EE | $1,626 | $4,840-66.4% | $5,984-72.8% | $3,203-49.2% |
| Admin fee / account holder | $8,167 | $4,826+69.2% | $8,357-2.3% | $4,296+90.1% |