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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 | $55,743 | $81,331-31.5% | $155,534-64.2% | $80,935-31.1% |
| Participation rate | 48.6% | 66.3%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 14.15% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $518 | $3,105-83.3% | $4,675-88.9% | $2,757-81.2% |
| Participant deferral / active EE | $396 | $3,454-88.5% | $5,630-93.0% | $4,299-90.8% |
| Admin fee / account holder | $362 | $7,999-95.5% | $15,900-97.7% | $6,924-94.8% |