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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 | $76,993 | $72,027+6.9% | $185,861-58.6% | $79,856-3.6% |
| Participation rate | 30.2% | 65.8%-35.6pp | 78.0%-47.9pp | 69.6%-39.5pp |
| Annual return | 23.44% | 23.13%+0.3pp | 35.96%-12.5pp | 31.71%-8.3pp |
| Employer contribution / active EE | $518 | $1,965-73.6% | $4,088-87.3% | $2,471-79.0% |
| Participant deferral / active EE | $553 | $3,780-85.4% | $5,634-90.2% | $3,741-85.2% |
| Admin fee / account holder | $5,866 | $4,513+30.0% | $9,503-38.3% | $5,306+10.5% |