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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 | $51,861 | $77,574-33.1% | $108,753-52.3% | $86,983-40.4% |
| Participation rate | 30.9% | 62.3%-31.4pp | 71.1%-40.2pp | 69.5%-38.7pp |
| Annual return | 14.61% | 18.42%-3.8pp | 37.47%-22.9pp | 25.83%-11.2pp |
| Employer contribution / active EE | $393 | $1,611-75.6% | $2,427-83.8% | $2,584-84.8% |
| Participant deferral / active EE | $616 | $3,128-80.3% | $4,115-85.0% | $4,194-85.3% |
| Admin fee / account holder | $496 | $6,529-92.4% | $10,320-95.2% | $7,856-93.7% |