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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 | $80,541 | $149,446-46.1% | $256,809-68.6% | $94,015-14.3% |
| Participation rate | 66.7% | 85.3%-18.6pp | 88.5%-21.9pp | 70.8%-4.2pp |
| Annual return | 14.56% | 17.55%-3.0pp | 32.73%-18.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,750 | $4,596-61.9% | $7,263-75.9% | $2,790-37.3% |
| Participant deferral / active EE | $2,704 | $6,491-58.3% | $9,520-71.6% | $4,249-36.4% |
| Admin fee / account holder | $569 | $24,035-97.6% | $25,146-97.7% | $8,951-93.6% |