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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 | $60,889 | $78,015-22.0% | $178,505-65.9% | $80,959-24.8% |
| Participation rate | 34.8% | 65.7%-30.8pp | 77.1%-42.3pp | 67.7%-32.8pp |
| Annual return | 15.37% | 18.10%-2.7pp | 27.16%-11.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $645 | $2,281-71.7% | $3,955-83.7% | $2,757-76.6% |
| Participant deferral / active EE | $646 | $4,406-85.3% | $6,280-89.7% | $4,300-85.0% |
| Admin fee / account holder | $420 | $7,160-94.1% | $10,428-96.0% | $6,925-93.9% |