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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 | $61,055 | $70,486-13.4% | $100,528-39.3% | $79,852-23.5% |
| Participation rate | 13.8% | 73.6%-59.8pp | 79.4%-65.6pp | 69.6%-55.8pp |
| Annual return | 17.32% | 21.90%-4.6pp | 30.90%-13.6pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,037 | $2,165-52.1% | $3,419-69.7% | $2,471-58.0% |
| Participant deferral / active EE | $332 | $5,182-93.6% | $6,271-94.7% | $3,740-91.1% |
| Admin fee / account holder | $6,097 | $4,480+36.1% | $8,084-24.6% | $5,306+14.9% |