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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 | $56,140 | $81,457-31.1% | $103,378-45.7% | $80,911-30.6% |
| Participation rate | 54.3% | 66.8%-12.6pp | 74.5%-20.2pp | 67.6%-13.4pp |
| Annual return | 14.07% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $7,617 | $3,107+145.1% | $3,870+96.8% | $2,756+176.4% |
| Participant deferral / active EE | $407 | $3,871-89.5% | $5,058-91.9% | $4,297-90.5% |
| Admin fee / account holder | $883 | $6,717-86.9% | $8,401-89.5% | $6,935-87.3% |