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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 | $82,864 | $86,949-4.7% | $102,460-19.1% | $80,959+2.4% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.7%-19.3pp |
| Annual return | 15.25% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $780 | $2,370-67.1% | $3,025-74.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,730 | $4,121-58.0% | $5,056-65.8% | $4,300-59.8% |
| Admin fee / account holder | $948 | $8,048-88.2% | $9,460-90.0% | $6,925-86.3% |