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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 | $61,658 | $81,334-24.2% | $113,397-45.6% | $64,097-3.8% |
| Participation rate | 23.7% | 65.6%-42.0pp | 76.5%-52.8pp | 55.2%-31.5pp |
| Annual return | 12.50% | 32.50%-20.0pp | 23.20%-10.7pp | 34.64%-22.1pp |
| Employer contribution / active EE | $691 | $2,077-66.7% | $2,977-76.8% | $1,891-63.4% |
| Participant deferral / active EE | $903 | $3,795-76.2% | $5,076-82.2% | $3,080-70.7% |
| Admin fee / account holder | $11,312 | $4,208+168.8% | $11,957-5.4% | $3,454+227.5% |