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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 | $40,071 | $73,955-45.8% | $96,520-58.5% | $75,181-46.7% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | 21.70% | 26.72%-5.0pp | 35.72%-14.0pp | 160.69%-139.0pp |
| Employer contribution / active EE | $2,054 | $2,930-29.9% | $3,739-45.1% | $2,671-23.1% |
| Participant deferral / active EE | $788 | $3,659-78.5% | $4,879-83.9% | $4,126-80.9% |
| Admin fee / account holder | $1,987 | $5,217-61.9% | $6,733-70.5% | $5,650-64.8% |