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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 | $36,732 | $57,828-36.5% | $117,039-68.6% | $70,124-47.6% |
| Participation rate | 51.1% | 67.1%-16.0pp | 77.2%-26.1pp | 69.5%-18.4pp |
| Annual return | 15.96% | 17.55%-1.6pp | 18.95%-3.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $649 | $1,816-64.3% | $3,785-82.9% | $2,342-72.3% |
| Participant deferral / active EE | $846 | $2,438-65.3% | $3,929-78.5% | $3,332-74.6% |
| Admin fee / account holder | $3,463 | $3,548-2.4% | $5,974-42.0% | $4,645-25.5% |