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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 | $32,587 | $73,981-56.0% | $105,754-69.2% | $62,881-48.2% |
| Participation rate | 57.8% | 71.7%-13.9pp | 78.9%-21.1pp | 69.3%-11.5pp |
| Annual return | 6.51% | 17.60%-11.1pp | 12.25%-5.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $992 | $2,856-65.3% | $4,079-75.7% | $2,281-56.5% |
| Participant deferral / active EE | $1,166 | $4,038-71.1% | $5,326-78.1% | $3,203-63.6% |
| Admin fee / account holder | $4,860 | $5,976-18.7% | $8,309-41.5% | $4,296+13.1% |