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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 | $62,062 | $106,749-41.9% | $145,433-57.3% | $82,448-24.7% |
| Participation rate | 38.6% | 75.6%-37.1pp | 82.1%-43.6pp | 68.1%-29.5pp |
| Annual return | 15.28% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $678 | $3,444-80.3% | $4,554-85.1% | $2,551-73.4% |
| Participant deferral / active EE | $2,031 | $6,519-68.8% | $7,897-74.3% | $4,139-50.9% |
| Admin fee / account holder | $5,953 | $8,390-29.0% | $13,129-54.7% | $7,234-17.7% |