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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 | $54,035 | $63,845-15.4% | $81,370-33.6% | $80,959-33.3% |
| Participation rate | 39.2% | 63.9%-24.6pp | 69.5%-30.3pp | 67.7%-28.4pp |
| Annual return | 18.81% | 16.37%+2.4pp | 24.85%-6.0pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,457 | $1,980-26.4% | $2,464-40.9% | $2,757-47.2% |
| Participant deferral / active EE | $751 | $3,093-75.7% | $3,885-80.7% | $4,300-82.5% |
| Admin fee / account holder | $669 | $5,688-88.2% | $5,749-88.4% | $6,925-90.3% |