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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 | $59,464 | $106,749-44.3% | $145,433-59.1% | $82,448-27.9% |
| Participation rate | 23.9% | 75.6%-51.7pp | 82.1%-58.2pp | 68.1%-44.2pp |
| Annual return | 17.08% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $920 | $3,444-73.3% | $4,554-79.8% | $2,551-63.9% |
| Participant deferral / active EE | $1,274 | $6,519-80.5% | $7,897-83.9% | $4,139-69.2% |
| Admin fee / account holder | $3,254 | $8,390-61.2% | $13,129-75.2% | $7,234-55.0% |