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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 | $76,694 | $99,875-23.2% | $146,866-47.8% | $86,983-11.8% |
| Participation rate | 36.3% | 75.8%-39.6pp | 82.5%-46.3pp | 69.5%-33.3pp |
| Annual return | 14.44% | 28.10%-13.7pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $936 | $3,224-71.0% | $4,425-78.8% | $2,584-63.8% |
| Participant deferral / active EE | $1,925 | $6,322-69.6% | $7,759-75.2% | $4,194-54.1% |
| Admin fee / account holder | $2,639 | $7,838-66.3% | $13,620-80.6% | $7,856-66.4% |