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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 | $62,704 | $138,386-54.7% | $184,260-66.0% | $80,935-22.5% |
| Participation rate | 62.6% | 83.9%-21.3pp | 86.8%-24.2pp | 67.7%-5.0pp |
| Annual return | 17.58% | 20.02%-2.4pp | 28.84%-11.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $1,740 | $4,851-64.1% | $6,427-72.9% | $2,757-36.9% |
| Participant deferral / active EE | $2,910 | $7,076-58.9% | $9,133-68.1% | $4,299-32.3% |
| Admin fee / account holder | $10,178 | $10,489-3.0% | $13,898-26.8% | $6,924+47.0% |