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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 | $62,577 | $67,602-7.4% | $82,312-24.0% | $70,126-10.8% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.3pp |
| Annual return | 15.36% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,640 | $1,755+107.4% | $2,428+49.9% | $2,343+55.4% |
| Participant deferral / active EE | $352 | $2,987-88.2% | $3,706-90.5% | $3,332-89.4% |
| Admin fee / account holder | $10,054 | $4,512+122.9% | $5,608+79.3% | $4,645+116.4% |