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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 | $51,879 | $73,787-29.7% | $98,716-47.4% | $82,448-37.1% |
| Participation rate | 7.7% | 61.4%-53.7pp | 69.3%-61.6pp | 68.1%-60.4pp |
| Annual return | 18.80% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $481 | $1,511-68.2% | $2,279-78.9% | $2,551-81.2% |
| Participant deferral / active EE | $983 | $3,081-68.1% | $4,048-75.7% | $4,139-76.3% |
| Admin fee / account holder | $326 | $6,500-95.0% | $8,703-96.3% | $7,234-95.5% |