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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 | $58,481 | $85,515-31.6% | $112,040-47.8% | $67,986-14.0% |
| Participation rate | 18.4% | 68.2%-49.8pp | 76.5%-58.1pp | 57.2%-38.8pp |
| Annual return | 16.82% | 29.68%-12.9pp | 24.52%-7.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $651 | $2,191-70.3% | $2,954-78.0% | $2,019-67.8% |
| Participant deferral / active EE | $1,028 | $4,014-74.4% | $5,098-79.8% | $3,358-69.4% |
| Admin fee / account holder | $3,186 | $3,774-15.6% | $12,098-73.7% | $3,203-0.5% |