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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 | $82,059 | $99,875-17.8% | $146,866-44.1% | $86,983-5.7% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.5%-68.2pp | 69.5%-55.3pp |
| Annual return | 15.53% | 28.10%-12.6pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $437 | $3,224-86.5% | $4,425-90.1% | $2,584-83.1% |
| Participant deferral / active EE | $1,138 | $6,322-82.0% | $7,759-85.3% | $4,194-72.9% |
| Admin fee / account holder | $581 | $7,838-92.6% | $13,620-95.7% | $7,856-92.6% |