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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 | $60,327 | $66,813-9.7% | $100,535-40.0% | $73,497-17.9% |
| Participation rate | 52.0% | 77.5%-25.5pp | 79.4%-27.5pp | 70.7%-18.7pp |
| Annual return | 17.06% | 25.70%-8.6pp | 30.90%-13.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $913 | $2,147-57.5% | $3,419-73.3% | $2,270-59.8% |
| Participant deferral / active EE | $2,477 | $5,883-57.9% | $6,271-60.5% | $3,740-33.8% |
| Admin fee / account holder | $473 | $512-7.6% | $8,085-94.1% | $513-7.8% |