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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 | $85,913 | $97,648-12.0% | $121,663-29.4% | $87,485-1.8% |
| Participation rate | 27.3% | 70.5%-43.2pp | 74.5%-47.2pp | 68.9%-41.7pp |
| Annual return | 14.07% | 18.03%-4.0pp | 147.54%-133.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $769 | $2,300-66.6% | $3,020-74.5% | $2,596-70.4% |
| Participant deferral / active EE | $1,602 | $3,923-59.2% | $4,887-67.2% | $4,274-62.5% |
| Admin fee / account holder | $7,639 | $11,100-31.2% | $14,289-46.5% | $7,775-1.7% |