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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 | $73,535 | $80,855-9.1% | $153,416-52.1% | $86,983-15.5% |
| Participation rate | 14.7% | 64.1%-49.4pp | 74.3%-59.6pp | 69.5%-54.8pp |
| Annual return | 16.58% | 16.18%+0.4pp | 17.84%-1.3pp | 25.83%-9.2pp |
| Employer contribution / active EE | $614 | $2,308-73.4% | $3,764-83.7% | $2,584-76.3% |
| Participant deferral / active EE | $929 | $3,333-72.1% | $4,723-80.3% | $4,194-77.9% |
| Admin fee / account holder | $2,119 | $6,908-69.3% | $13,095-83.8% | $7,856-73.0% |