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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 | $62,790 | $106,749-41.2% | $145,433-56.8% | $82,448-23.8% |
| Participation rate | 44.8% | 75.6%-30.8pp | 82.1%-37.3pp | 68.1%-23.2pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $850 | $3,444-75.3% | $4,554-81.3% | $2,551-66.7% |
| Participant deferral / active EE | $2,078 | $6,519-68.1% | $7,897-73.7% | $4,139-49.8% |
| Admin fee / account holder | $3,116 | $8,390-62.9% | $13,129-76.3% | $7,234-56.9% |