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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 | $62,920 | $84,940-25.9% | $111,306-43.5% | $79,389-20.7% |
| Participation rate | 45.4% | 75.9%-30.5pp | 77.3%-32.0pp | 70.7%-25.3pp |
| Annual return | 16.49% | 17.45%-1.0pp | 54.67%-38.2pp | 116.89%-100.4pp |
| Employer contribution / active EE | $730 | $1,979-63.1% | $2,732-73.3% | $2,428-69.9% |
| Participant deferral / active EE | $1,423 | $3,889-63.4% | $4,488-68.3% | $4,046-64.8% |
| Admin fee / account holder | $801 | $537+49.1% | $7,966-89.9% | $626+27.9% |