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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 | $57,996 | $71,197-18.5% | $93,669-38.1% | $80,925-28.3% |
| Participation rate | 36.5% | 60.4%-23.9pp | 68.7%-32.2pp | 67.7%-31.1pp |
| Annual return | 14.12% | 11.27%+2.9pp | 133.59%-119.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $467 | $1,565-70.2% | $2,424-80.7% | $2,756-83.1% |
| Participant deferral / active EE | $1,176 | $4,036-70.9% | $4,416-73.4% | $4,299-72.6% |
| Admin fee / account holder | $2,748 | $6,959-60.5% | $8,291-66.9% | $6,940-60.4% |