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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 | $77,465 | $122,131-36.6% | $255,893-69.7% | $122,131-36.6% |
| Participation rate | 55.6% | 75.1%-19.5pp | 81.7%-26.2pp | 75.1%-19.5pp |
| Annual return | 11.69% | 16.17%-4.5pp | -0.50%+12.2pp | 16.17%-4.5pp |
| Employer contribution / active EE | $790 | $3,608-78.1% | $5,407-85.4% | $3,608-78.1% |
| Participant deferral / active EE | $1,385 | $3,892-64.4% | $4,263-67.5% | $3,892-64.4% |
| Admin fee / account holder | $26,511 | $11,586+128.8% | $30,096-11.9% | $11,586+128.8% |