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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 | $60,878 | $56,110+8.5% | $94,993-35.9% | $70,126-13.2% |
| Participation rate | 39.5% | 65.0%-25.5pp | 73.9%-34.3pp | 69.5%-30.0pp |
| Annual return | 12.95% | 51.02%-38.1pp | 27.14%-14.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $511 | $1,442-64.6% | $2,603-80.4% | $2,343-78.2% |
| Participant deferral / active EE | $839 | $2,391-64.9% | $3,317-74.7% | $3,332-74.8% |
| Admin fee / account holder | $576 | $3,456-83.3% | $4,960-88.4% | $4,645-87.6% |