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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 | $58,662 | $80,992-27.6% | $96,534-39.2% | $75,173-22.0% |
| Participation rate | 36.7% | 71.8%-35.1pp | 76.0%-39.3pp | 67.2%-30.5pp |
| Annual return | 13.74% | 27.05%-13.3pp | 25.88%-12.1pp | 160.72%-147.0pp |
| Employer contribution / active EE | $874 | $2,283-61.7% | $2,965-70.5% | $2,671-67.3% |
| Participant deferral / active EE | $1,151 | $3,929-70.7% | $4,851-76.3% | $4,126-72.1% |
| Admin fee / account holder | $966 | $6,717-85.6% | $8,253-88.3% | $5,651-82.9% |