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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 | $66,797 | $56,110+19.0% | $94,993-29.7% | $70,126-4.7% |
| Participation rate | 43.1% | 65.0%-21.9pp | 73.9%-30.8pp | 69.5%-26.4pp |
| Annual return | 21.34% | 51.02%-29.7pp | 27.14%-5.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $334 | $1,442-76.8% | $2,603-87.2% | $2,343-85.7% |
| Participant deferral / active EE | $735 | $2,391-69.2% | $3,317-77.8% | $3,332-77.9% |
| Admin fee / account holder | $1,684 | $3,456-51.3% | $4,960-66.1% | $4,645-63.8% |