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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 | $47,269 | $45,266+4.4% | $103,693-54.4% | $65,306-27.6% |
| Participation rate | 12.2% | 53.3%-41.2pp | 72.6%-60.5pp | 57.7%-45.5pp |
| Annual return | 16.45% | 25.10%-8.6pp | 47.61%-31.2pp | 21.94%-5.5pp |
| Employer contribution / active EE | $298 | $1,765-83.1% | $2,920-89.8% | $1,967-84.9% |
| Participant deferral / active EE | $351 | $2,099-83.3% | $4,579-92.3% | $2,959-88.1% |
| Admin fee / account holder | $569 | $3,221-82.3% | $7,858-92.8% | $3,480-83.6% |