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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 | $52,640 | $107,733-51.1% | $92,985-43.4% | $154,746-66.0% |
| Participation rate | 30.8% | 74.6%-43.8pp | 69.5%-38.7pp | 80.7%-49.9pp |
| Annual return | 7.71% | 30.39%-22.7pp | 27.99%-20.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $632 | $3,126-79.8% | $2,662-76.3% | $4,379-85.6% |
| Participant deferral / active EE | $794 | $5,053-84.3% | $4,377-81.9% | $6,730-88.2% |
| Admin fee / account holder | $4,155 | $11,369-63.5% | $9,463-56.1% | $14,365-71.1% |