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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 | $62,303 | $75,541-17.5% | $152,093-59.0% | $82,637-24.6% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 17.56% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $369 | $2,622-85.9% | $4,175-91.2% | $2,552-85.5% |
| Participant deferral / active EE | $574 | $3,206-82.1% | $5,451-89.5% | $4,126-86.1% |
| Admin fee / account holder | $894 | $6,405-86.0% | $14,497-93.8% | $7,339-87.8% |